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 | $63,895 | $177,572-64.0% | $154,803-58.7% | $142,382-55.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.65% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $26,168 | $4,810+444.0% | $4,305+507.8% | $4,299+508.7% |
| Participant deferral / active EE | $16,499 | $6,272+163.1% | $5,540+197.8% | $6,507+153.5% |
| Admin fee / account holder | $35,366 | $16,786+110.7% | $14,329+146.8% | $12,624+180.2% |