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 | $54,067 | $165,335-67.3% | $149,696-63.9% | $158,922-66.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 34.47% | 348.15%-313.7pp | 276.60%-242.1pp | 302.83%-268.4pp |
| Employer contribution / active EE | $3,726 | $5,103-27.0% | $4,644-19.8% | $4,761-21.7% |
| Participant deferral / active EE | $9,744 | $7,181+35.7% | $6,842+42.4% | $5,982+62.9% |
| Admin fee / account holder | $775 | $10,807-92.8% | $9,309-91.7% | $11,246-93.1% |