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 | $50,608 | $117,983-57.1% | $101,794-50.3% | $142,382-64.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.79% | 36.92%-18.1pp | 30.53%-11.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $6,812 | $2,773+145.7% | $2,289+197.6% | $4,299+58.4% |
| Participant deferral / active EE | $11,298 | $4,714+139.7% | $4,084+176.6% | $6,507+73.6% |
| Admin fee / account holder | $690 | $10,433-93.4% | $8,777-92.1% | $12,624-94.5% |