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 | $65,570 | $226,064-71.0% | $182,532-64.1% | $152,861-57.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 18.31% | 192.51%-174.2pp | 148.54%-130.2pp | 345.32%-327.0pp |
| Employer contribution / active EE | $4,528 | $4,978-9.1% | $4,076+11.1% | $4,762-4.9% |
| Participant deferral / active EE | $4,750 | $6,368-25.4% | $5,524-14.0% | $5,850-18.8% |
| Admin fee / account holder | $487 | $10,703-95.4% | $8,592-94.3% | $11,596-95.8% |