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 | $56,289 | $107,334-47.6% | $92,893-39.4% | $152,861-63.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.82% | 145.58%-123.8pp | 109.41%-87.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $25,453 | $4,221+503.0% | $3,653+596.8% | $4,762+434.5% |
| Participant deferral / active EE | $43,246 | $4,845+792.6% | $4,236+920.9% | $5,850+639.2% |
| Admin fee / account holder | $49,241 | $7,079+595.6% | $5,794+749.9% | $11,596+324.6% |