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 | $226,064-77.5% | $182,532-72.2% | $152,861-66.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 16.83% | 192.51%-175.7pp | 148.54%-131.7pp | 345.32%-328.5pp |
| Employer contribution / active EE | $4,936 | $4,978-0.9% | $4,076+21.1% | $4,762+3.6% |
| Participant deferral / active EE | $8,226 | $6,368+29.2% | $5,524+48.9% | $5,850+40.6% |
| Admin fee / account holder | $24,273 | $10,703+126.8% | $8,592+182.5% | $11,596+109.3% |