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 8-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 | $63,048 | $209,411-69.9% | $178,490-64.7% | $158,922-60.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.52% | 188.75%-175.2pp | 151.07%-137.6pp | 302.83%-289.3pp |
| Employer contribution / active EE | $7,501 | $5,706+31.4% | $5,011+49.7% | $4,761+57.5% |
| Participant deferral / active EE | $7,353 | $5,954+23.5% | $5,202+41.4% | $5,982+22.9% |
| Admin fee / account holder | $300 | $17,074-98.2% | $13,984-97.9% | $11,246-97.3% |