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 9-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 | $56,179 | $118,680-52.7% | $98,907-43.2% | $158,922-64.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 19.14% | 372.35%-353.2pp | 196.43%-177.3pp | 302.83%-283.7pp |
| Employer contribution / active EE | $4,438 | $3,333+33.2% | $2,689+65.1% | $4,761-6.8% |
| Participant deferral / active EE | $10,683 | $5,088+110.0% | $4,244+151.7% | $5,982+78.6% |
| Admin fee / account holder | $6,797 | $10,131-32.9% | $6,642+2.3% | $11,246-39.6% |