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 5-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 | $63,955 | $154,117-58.5% | $129,995-50.8% | $139,434-54.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.82% | 32.48%-15.7pp | -137.18%+154.0pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,670 | $5,289-49.5% | $4,320-38.2% | $4,751-43.8% |
| Participant deferral / active EE | $10,898 | $6,710+62.4% | $5,820+87.3% | $6,710+62.4% |
| Admin fee / account holder | $1,098 | $14,007-92.2% | $10,614-89.7% | $11,403-90.4% |