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 9-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 | $69,802 | $107,334-35.0% | $92,893-24.9% | $152,861-54.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 28.22% | 145.58%-117.4pp | 109.41%-81.2pp | 345.32%-317.1pp |
| Employer contribution / active EE | $6,006 | $4,221+42.3% | $3,653+64.4% | $4,762+26.1% |
| Participant deferral / active EE | $6,006 | $4,845+24.0% | $4,236+41.8% | $5,850+2.7% |
| Admin fee / account holder | $1,271 | $7,079-82.0% | $5,794-78.1% | $11,596-89.0% |