See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,659 | $158,398-64.2% | $126,539-55.2% | $142,382-60.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.20% | 593.76%-577.6pp | 425.95%-409.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $7,883 | $4,650+69.5% | $3,674+114.6% | $4,299+83.4% |
| Participant deferral / active EE | $7,536 | $4,767+58.1% | $4,083+84.6% | $6,507+15.8% |
| Admin fee / account holder | $12,939 | $6,918+87.0% | $6,065+113.4% | $12,624+2.5% |