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 | $57,768 | $158,398-63.5% | $126,539-54.3% | $142,382-59.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.03% | 593.76%-579.7pp | 425.95%-411.9pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,466 | $4,650-47.0% | $3,674-32.9% | $4,299-42.6% |
| Participant deferral / active EE | $2,918 | $4,767-38.8% | $4,083-28.5% | $6,507-55.2% |
| Admin fee / account holder | $1,339 | $6,918-80.6% | $6,065-77.9% | $12,624-89.4% |