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 | $58,720 | $209,832-72.0% | $189,513-69.0% | $167,490-64.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.64% | 748.27%-735.6pp | 555.15%-542.5pp | 478.56%-465.9pp |
| Employer contribution / active EE | $5,384 | $6,914-22.1% | $6,162-12.6% | $4,837+11.3% |
| Participant deferral / active EE | $11,905 | $8,935+33.2% | $8,221+44.8% | $6,341+87.7% |
| Admin fee / account holder | $6,591 | $14,293-53.9% | $12,045-45.3% | $12,309-46.5% |