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 7-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 | $59,739 | $226,064-73.6% | $182,532-67.3% | $152,861-60.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 29.54% | 192.51%-163.0pp | 148.54%-119.0pp | 345.32%-315.8pp |
| Employer contribution / active EE | $11,277 | $4,978+126.5% | $4,076+176.7% | $4,762+136.8% |
| Participant deferral / active EE | $17,600 | $6,368+176.4% | $5,524+218.6% | $5,850+200.8% |
| Admin fee / account holder | $510 | $10,703-95.2% | $8,592-94.1% | $11,596-95.6% |