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 | $54,683 | $100,773-45.7% | $88,946-38.5% | $142,382-61.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.85% | 70.18%-48.3pp | 57.82%-36.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $4,898 | $2,918+67.9% | $2,555+91.7% | $4,299+13.9% |
| Participant deferral / active EE | $9,831 | $5,230+88.0% | $4,581+114.6% | $6,507+51.1% |
| Admin fee / account holder | $2,784 | $9,693-71.3% | $8,261-66.3% | $12,624-77.9% |