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 | $58,674 | $81,632-28.1% | $70,449-16.7% | $158,922-63.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.72% | 208.40%-192.7pp | 109.03%-93.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $6,266 | $3,217+94.8% | $2,737+129.0% | $4,761+31.6% |
| Participant deferral / active EE | $6,085 | $4,554+33.6% | $3,709+64.1% | $5,982+1.7% |
| Admin fee / account holder | $1,298 | $6,193-79.0% | $3,845-66.2% | $11,246-88.5% |