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 | $41,871 | $133,922-68.7% | $116,228-64.0% | $142,382-70.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 19.83% | 147.76%-127.9pp | 90.06%-70.2pp | 217.08%-197.2pp |
| Employer contribution / active EE | $7,276 | $3,446+111.2% | $2,994+143.0% | $4,299+69.2% |
| Participant deferral / active EE | $14,932 | $5,672+163.2% | $4,953+201.5% | $6,507+129.5% |
| Admin fee / account holder | $14,766 | $14,945-1.2% | $11,989+23.2% | $12,624+17.0% |