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 | $55,799 | $185,822-70.0% | $169,993-67.2% | $139,434-60.0% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 25.18% | 60.50%-35.3pp | 53.37%-28.2pp | 372.94%-347.8pp |
| Employer contribution / active EE | $10,827 | $7,590+42.6% | $6,785+59.6% | $4,751+127.9% |
| Participant deferral / active EE | $22,842 | $11,622+96.5% | $10,408+119.5% | $6,710+240.4% |
| Admin fee / account holder | $8,560 | $15,381-44.3% | $12,815-33.2% | $11,403-24.9% |