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 10-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 | $60,712 | $158,398-61.7% | $126,539-52.0% | $142,382-57.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 10.70% | 593.76%-583.1pp | 425.95%-415.2pp | 217.08%-206.4pp |
| Employer contribution / active EE | $2,187 | $4,650-53.0% | $3,674-40.5% | $4,299-49.1% |
| Participant deferral / active EE | $3,724 | $4,767-21.9% | $4,083-8.8% | $6,507-42.8% |
| Admin fee / account holder | $403 | $6,918-94.2% | $6,065-93.4% | $12,624-96.8% |