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 6-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 | $57,953 | $165,335-64.9% | $149,696-61.3% | $158,922-63.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.62% | 348.15%-324.5pp | 276.60%-253.0pp | 302.83%-279.2pp |
| Employer contribution / active EE | $9,876 | $5,103+93.5% | $4,644+112.6% | $4,761+107.4% |
| Participant deferral / active EE | $7,696 | $7,181+7.2% | $6,842+12.5% | $5,982+28.7% |
| Admin fee / account holder | $475 | $10,807-95.6% | $9,309-94.9% | $11,246-95.8% |