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 | $54,641 | $227,553-76.0% | $189,557-71.2% | $167,490-67.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.35% | 78.40%-64.1pp | 64.17%-49.8pp | 478.56%-464.2pp |
| Employer contribution / active EE | $14,083 | $5,316+164.9% | $4,412+219.2% | $4,837+191.1% |
| Participant deferral / active EE | $6,500 | $7,002-7.2% | $6,174+5.3% | $6,341+2.5% |
| Admin fee / account holder | $83,536 | $11,878+603.3% | $9,807+751.8% | $12,309+578.7% |