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 8-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 | $51,811 | $69,207-25.1% | $64,056-19.1% | $139,434-62.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.94% | 45.88%-32.9pp | 33.69%-20.7pp | 372.94%-360.0pp |
| Employer contribution / active EE | $2,938 | $3,182-7.7% | $2,747+7.0% | $4,751-38.2% |
| Participant deferral / active EE | $7,125 | $4,682+52.2% | $3,880+83.6% | $6,710+6.2% |
| Admin fee / account holder | $2,429 | $4,244-42.8% | $3,068-20.8% | $11,403-78.7% |