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 | $58,822 | $202,432-70.9% | $169,368-65.3% | $139,434-57.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.50% | 531.74%-507.2pp | 405.60%-381.1pp | 372.94%-348.4pp |
| Employer contribution / active EE | $6,894 | $4,692+46.9% | $4,013+71.8% | $4,751+45.1% |
| Participant deferral / active EE | $13,467 | $6,938+94.1% | $6,221+116.5% | $6,710+100.7% |
| Admin fee / account holder | $715 | $10,708-93.3% | $9,003-92.1% | $11,403-93.7% |