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 | $64,436 | $183,519-64.9% | $155,509-58.6% | $145,922-55.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.84% | 61.17%-40.3pp | 64.67%-43.8pp | 561.29%-540.4pp |
| Employer contribution / active EE | $10,942 | $5,313+106.0% | $4,672+134.2% | $4,660+134.8% |
| Participant deferral / active EE | $4,155 | $6,462-35.7% | $5,626-26.1% | $6,688-37.9% |
| Admin fee / account holder | $357 | $19,313-98.2% | $15,912-97.8% | $13,397-97.3% |