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 7-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 | $56,296 | $214,378-73.7% | $200,582-71.9% | $142,382-60.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 102.63% | 46.41%+56.2pp | 42.33%+60.3pp | 217.08%-114.4pp |
| Employer contribution / active EE | $2,524 | $6,841-63.1% | $6,419-60.7% | $4,299-41.3% |
| Participant deferral / active EE | $14,297 | $9,865+44.9% | $9,331+53.2% | $6,507+119.7% |
| Admin fee / account holder | $19,449 | $17,692+9.9% | $16,305+19.3% | $12,624+54.1% |