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 9-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 | $25,420 | $93,571-72.8% | $135,903-81.3% | $75,163-66.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 41.31% | 30.90%+10.4pp | 68.23%-26.9pp | 160.62%-119.3pp |
| Employer contribution / active EE | $6,549 | $3,537+85.2% | $4,856+34.9% | $2,670+145.3% |
| Participant deferral / active EE | $13,527 | $6,404+111.2% | $7,758+74.4% | $4,125+227.9% |
| Admin fee / account holder | $13,365 | $6,975+91.6% | $10,762+24.2% | $5,651+136.5% |