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 | $53,327 | $93,571-43.0% | $135,903-60.8% | $75,163-29.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.76% | 30.90%-8.1pp | 68.23%-45.5pp | 160.62%-137.9pp |
| Employer contribution / active EE | $6,004 | $3,537+69.8% | $4,856+23.6% | $2,670+124.9% |
| Participant deferral / active EE | $10,306 | $6,404+60.9% | $7,758+32.8% | $4,125+149.8% |
| Admin fee / account holder | $1,468 | $6,975-79.0% | $10,762-86.4% | $5,651-74.0% |