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 | $60,574 | $115,770-47.7% | $101,248-40.2% | $158,922-61.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.44% | 56.14%-39.7pp | 46.47%-30.0pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,896 | $4,175-54.6% | $3,660-48.2% | $4,761-60.2% |
| Participant deferral / active EE | $13,549 | $4,957+173.3% | $4,370+210.0% | $5,982+126.5% |
| Admin fee / account holder | $607 | $7,245-91.6% | $5,945-89.8% | $11,246-94.6% |