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 | $57,162 | $165,335-65.4% | $149,696-61.8% | $158,922-64.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 31.01% | 348.15%-317.1pp | 276.60%-245.6pp | 302.83%-271.8pp |
| Employer contribution / active EE | $4,841 | $5,103-5.1% | $4,644+4.2% | $4,761+1.7% |
| Participant deferral / active EE | $13,750 | $7,181+91.5% | $6,842+101.0% | $5,982+129.9% |
| Admin fee / account holder | $2,757 | $10,807-74.5% | $9,309-70.4% | $11,246-75.5% |