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 | $58,589 | $159,901-63.4% | $146,958-60.1% | $145,922-59.8% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 23.01% | 98.13%-75.1pp | 418.34%-395.3pp | 561.29%-538.3pp |
| Employer contribution / active EE | $11,093 | $5,286+109.8% | $4,933+124.9% | $4,660+138.1% |
| Participant deferral / active EE | $16,126 | $8,428+91.3% | $8,070+99.8% | $6,688+141.1% |
| Admin fee / account holder | $12,263 | $15,044-18.5% | $12,998-5.7% | $13,397-8.5% |