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 | $83,899 | $227,553-63.1% | $189,557-55.7% | $167,490-49.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 22.30% | 78.40%-56.1pp | 64.17%-41.9pp | 478.56%-456.3pp |
| Employer contribution / active EE | $3,232 | $5,316-39.2% | $4,412-26.8% | $4,837-33.2% |
| Participant deferral / active EE | $17,917 | $7,002+155.9% | $6,174+190.2% | $6,341+182.5% |
| Admin fee / account holder | $994 | $11,878-91.6% | $9,807-89.9% | $12,309-91.9% |