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 9-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 | $66,791 | $165,335-59.6% | $149,696-55.4% | $158,922-58.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.42% | 348.15%-333.7pp | 276.60%-262.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $9,037 | $5,103+77.1% | $4,644+94.6% | $4,761+89.8% |
| Participant deferral / active EE | $11,700 | $7,181+62.9% | $6,842+71.0% | $5,982+95.6% |
| Admin fee / account holder | $11,098 | $10,807+2.7% | $9,309+19.2% | $11,246-1.3% |