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 | $57,402 | $158,398-63.8% | $126,539-54.6% | $142,382-59.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.85% | 593.76%-580.9pp | 425.95%-413.1pp | 217.08%-204.2pp |
| Employer contribution / active EE | $4,460 | $4,650-4.1% | $3,674+21.4% | $4,299+3.7% |
| Participant deferral / active EE | $2,637 | $4,767-44.7% | $4,083-35.4% | $6,507-59.5% |
| Admin fee / account holder | $439 | $6,918-93.7% | $6,065-92.8% | $12,624-96.5% |