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 6-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 | $50,791 | $202,432-74.9% | $169,368-70.0% | $139,434-63.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.46% | 531.74%-511.3pp | 405.60%-385.1pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,733 | $4,692-63.1% | $4,013-56.8% | $4,751-63.5% |
| Participant deferral / active EE | $10,817 | $6,938+55.9% | $6,221+73.9% | $6,710+61.2% |
| Admin fee / account holder | $518 | $10,708-95.2% | $9,003-94.2% | $11,403-95.5% |