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 | $57,933 | $176,056-67.1% | $159,436-63.7% | $167,490-65.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 41.47% | 331.75%-290.3pp | 263.57%-222.1pp | 478.56%-437.1pp |
| Employer contribution / active EE | $6,623 | $5,297+25.0% | $4,829+37.1% | $4,837+36.9% |
| Participant deferral / active EE | $6,557 | $7,750-15.4% | $7,352-10.8% | $6,341+3.4% |
| Admin fee / account holder | $7,082 | $12,554-43.6% | $10,799-34.4% | $12,309-42.5% |