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 | $60,822 | $80,673-24.6% | $101,326-40.0% | $84,808-28.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 183.53% | 38.95%+144.6pp | 36.82%+146.7pp | 40.90%+142.6pp |
| Employer contribution / active EE | $8,388 | $2,698+210.9% | $3,665+128.9% | $2,631+218.8% |
| Participant deferral / active EE | $16,064 | $6,840+134.8% | $7,994+100.9% | $4,212+281.4% |
| Admin fee / account holder | $8,894 | $12,784-30.4% | $11,185-20.5% | $7,344+21.1% |