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 | $42,406 | $157,256-73.0% | $141,162-70.0% | $152,861-72.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 46.88% | 64.32%-17.4pp | 71.39%-24.5pp | 345.32%-298.4pp |
| Employer contribution / active EE | $5,735 | $5,261+9.0% | $4,735+21.1% | $4,762+20.4% |
| Participant deferral / active EE | $11,770 | $7,109+65.6% | $6,709+75.4% | $5,850+101.2% |
| Admin fee / account holder | $2,748 | $12,120-77.3% | $10,261-73.2% | $11,596-76.3% |