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 10-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 | $57,141 | $106,890-46.5% | $84,015-32.0% | $152,861-62.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.22% | 104.99%-83.8pp | 71.31%-50.1pp | 345.32%-324.1pp |
| Employer contribution / active EE | $3,208 | $2,734+17.3% | $1,983+61.8% | $4,762-32.6% |
| Participant deferral / active EE | $7,788 | $4,011+94.2% | $3,239+140.5% | $5,850+33.1% |
| Admin fee / account holder | $368 | $8,285-95.6% | $6,101-94.0% | $11,596-96.8% |