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 6-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 | $50,173 | $126,574-60.4% | $106,213-52.8% | $145,922-65.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.76% | 224.79%-211.0pp | 116.14%-102.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,346 | $3,730-37.1% | $3,171-26.0% | $4,660-49.7% |
| Participant deferral / active EE | $2,195 | $5,724-61.7% | $5,016-56.2% | $6,688-67.2% |
| Admin fee / account holder | $6,560 | $17,304-62.1% | $11,033-40.5% | $13,397-51.0% |