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 | $58,048 | $168,632-65.6% | $147,614-60.7% | $125,391-53.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.24% | 77.65%-76.4pp | 61.98%-60.7pp | 282.22%-281.0pp |
| Employer contribution / active EE | $8,530 | $6,252+36.4% | $5,564+53.3% | $4,866+75.3% |
| Participant deferral / active EE | $4,125 | $5,507-25.1% | $4,895-15.7% | $5,352-22.9% |
| Admin fee / account holder | $2,911 | $13,580-78.6% | $11,611-74.9% | $9,540-69.5% |