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 | $34,485 | $214,378-83.9% | $200,582-82.8% | $142,382-75.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.51% | 46.41%-33.9pp | 42.33%-29.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $15,202 | $6,841+122.2% | $6,419+136.8% | $4,299+253.6% |
| Participant deferral / active EE | $10,002 | $9,865+1.4% | $9,331+7.2% | $6,507+53.7% |
| Admin fee / account holder | $57,176 | $17,692+223.2% | $16,305+250.7% | $12,624+352.9% |