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 | $62,399 | $197,591-68.4% | $177,821-64.9% | $158,922-60.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 109.00% | 58.76%+50.2pp | 48.32%+60.7pp | 302.83%-193.8pp |
| Employer contribution / active EE | $11,065 | $6,697+65.2% | $5,918+87.0% | $4,761+132.4% |
| Participant deferral / active EE | $19,091 | $8,405+127.1% | $7,714+147.5% | $5,982+219.1% |
| Admin fee / account holder | $30,901 | $15,399+100.7% | $12,427+148.6% | $11,246+174.8% |