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 3-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 | $58,499 | $74,888-21.9% | $71,209-17.8% | $142,382-58.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.79% | 345.14%-331.4pp | 282.51%-268.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $22,688 | $2,854+694.8% | $2,721+733.8% | $4,299+427.7% |
| Participant deferral / active EE | $17,200 | $4,454+286.1% | $4,175+312.0% | $6,507+164.3% |
| Admin fee / account holder | $25,594 | $5,568+359.6% | $5,349+378.5% | $12,624+102.7% |