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 9-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 | $49,970 | $232,540-78.5% | $185,117-73.0% | $147,584-66.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.43% | 43.03%-24.6pp | 40.50%-22.1pp | 578.55%-560.1pp |
| Employer contribution / active EE | $16,664 | $5,195+220.7% | $4,182+298.5% | $4,876+241.7% |
| Participant deferral / active EE | $13,735 | $5,834+135.4% | $5,045+172.2% | $5,439+152.5% |
| Admin fee / account holder | $355 | $10,275-96.5% | $8,159-95.7% | $10,885-96.7% |