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 | $58,488 | $138,065-57.6% | $123,544-52.7% | $135,375-56.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6.53% | 153.68%-147.2pp | 119.20%-112.7pp | 519.73%-513.2pp |
| Employer contribution / active EE | $3,648 | $5,151-29.2% | $4,628-21.2% | $4,779-23.7% |
| Participant deferral / active EE | $5,272 | $6,799-22.5% | $6,426-17.9% | $5,609-6.0% |
| Admin fee / account holder | $667 | $10,916-93.9% | $9,284-92.8% | $10,827-93.8% |