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 | $51,526 | $217,402-76.3% | $185,823-72.3% | $167,490-69.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.13% | 148.36%-136.2pp | 122.05%-109.9pp | 478.56%-466.4pp |
| Employer contribution / active EE | $18,523 | $5,873+215.4% | $5,167+258.5% | $4,837+282.9% |
| Participant deferral / active EE | $6,000 | $6,356-5.6% | $5,568+7.8% | $6,341-5.4% |
| Admin fee / account holder | $879 | $19,811-95.6% | $16,237-94.6% | $12,309-92.9% |