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 8-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 | $82,524 | $115,770-28.7% | $101,248-18.5% | $158,922-48.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.53% | 56.14%-37.6pp | 46.47%-27.9pp | 302.83%-284.3pp |
| Employer contribution / active EE | $19,416 | $4,175+365.1% | $3,660+430.6% | $4,761+307.8% |
| Participant deferral / active EE | $5,871 | $4,957+18.4% | $4,370+34.3% | $5,982-1.9% |
| Admin fee / account holder | $440 | $7,245-93.9% | $5,945-92.6% | $11,246-96.1% |