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 | $51,855 | $74,888-30.8% | $71,209-27.2% | $142,382-63.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.99% | 345.14%-326.2pp | 282.51%-263.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $9,748 | $2,854+241.5% | $2,721+258.3% | $4,299+126.7% |
| Participant deferral / active EE | $19,469 | $4,454+337.1% | $4,175+366.3% | $6,507+199.2% |
| Admin fee / account holder | $54,771 | $5,568+883.6% | $5,349+924.0% | $12,624+333.9% |