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 7-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 | $63,919 | $217,402-70.6% | $185,823-65.6% | $167,490-61.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.95% | 148.36%-137.4pp | 122.05%-111.1pp | 478.56%-467.6pp |
| Employer contribution / active EE | $16,270 | $5,873+177.0% | $5,167+214.9% | $4,837+236.3% |
| Participant deferral / active EE | $8,337 | $6,356+31.2% | $5,568+49.7% | $6,341+31.5% |
| Admin fee / account holder | $662 | $19,811-96.7% | $16,237-95.9% | $12,309-94.6% |