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 7-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 | $52,717 | $118,849-55.6% | $96,562-45.4% | $167,490-68.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.31% | 50.49%-33.2pp | 37.78%-20.5pp | 478.56%-461.2pp |
| Employer contribution / active EE | $8,748 | $3,120+180.4% | $2,356+271.2% | $4,837+80.8% |
| Participant deferral / active EE | $8,384 | $4,616+81.6% | $3,849+117.8% | $6,341+32.2% |
| Admin fee / account holder | $872 | $8,065-89.2% | $6,181-85.9% | $12,309-92.9% |