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 | $59,871 | $165,335-63.8% | $149,696-60.0% | $158,922-62.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.17% | 348.15%-338.0pp | 276.60%-266.4pp | 302.83%-292.7pp |
| Employer contribution / active EE | $9,936 | $5,103+94.7% | $4,644+113.9% | $4,761+108.7% |
| Participant deferral / active EE | $8,571 | $7,181+19.4% | $6,842+25.3% | $5,982+43.3% |
| Admin fee / account holder | $583 | $10,807-94.6% | $9,309-93.7% | $11,246-94.8% |