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 | $75,094 | $176,056-57.3% | $159,436-52.9% | $167,490-55.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 50.98% | 331.75%-280.8pp | 263.57%-212.6pp | 478.56%-427.6pp |
| Employer contribution / active EE | $6,290 | $5,297+18.7% | $4,829+30.2% | $4,837+30.0% |
| Participant deferral / active EE | $10,094 | $7,750+30.2% | $7,352+37.3% | $6,341+59.2% |
| Admin fee / account holder | $43,074 | $12,554+243.1% | $10,799+298.9% | $12,309+249.9% |