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 | $69,582 | $183,519-62.1% | $155,509-55.3% | $145,922-52.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.67% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.6pp |
| Employer contribution / active EE | $10,000 | $5,313+88.2% | $4,672+114.0% | $4,660+114.6% |
| Participant deferral / active EE | $6,221 | $6,462-3.7% | $5,626+10.6% | $6,688-7.0% |
| Admin fee / account holder | $1,283 | $19,313-93.4% | $15,912-91.9% | $13,397-90.4% |