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 | $58,244 | $169,032-65.5% | $129,207-54.9% | $145,922-60.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.72% | 14330.11%-14317.4pp | 9417.33%-9404.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $7,307 | $5,537+32.0% | $4,153+75.9% | $4,660+56.8% |
| Participant deferral / active EE | $4,860 | $4,987-2.6% | $4,168+16.6% | $6,688-27.3% |
| Admin fee / account holder | $9,605 | $9,954-3.5% | $7,715+24.5% | $13,397-28.3% |