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 | $51,389 | $214,378-76.0% | $200,582-74.4% | $142,382-63.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.42% | 46.41%-32.0pp | 42.33%-27.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $18,853 | $6,841+175.6% | $6,419+193.7% | $4,299+338.5% |
| Participant deferral / active EE | $12,340 | $9,865+25.1% | $9,331+32.2% | $6,507+89.6% |
| Admin fee / account holder | $15,407 | $17,692-12.9% | $16,305-5.5% | $12,624+22.0% |