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 10-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 | $50,828 | $198,466-74.4% | $170,442-70.2% | $147,584-65.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.05% | 257.29%-248.2pp | 205.93%-196.9pp | 578.55%-569.5pp |
| Employer contribution / active EE | $10,822 | $6,184+75.0% | $5,433+99.2% | $4,876+121.9% |
| Participant deferral / active EE | $6,834 | $5,629+21.4% | $4,939+38.3% | $5,439+25.6% |
| Admin fee / account holder | $340 | $16,852-98.0% | $13,880-97.6% | $10,885-96.9% |