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 8-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 | $57,630 | $157,256-63.4% | $141,162-59.2% | $152,861-62.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.58% | 64.32%-49.7pp | 71.39%-56.8pp | 345.32%-330.7pp |
| Employer contribution / active EE | $12,340 | $5,261+134.6% | $4,735+160.6% | $4,762+159.1% |
| Participant deferral / active EE | $10,090 | $7,109+41.9% | $6,709+50.4% | $5,850+72.5% |
| Admin fee / account holder | $2,157 | $12,120-82.2% | $10,261-79.0% | $11,596-81.4% |