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 | $63,135 | $115,770-45.5% | $101,248-37.6% | $158,922-60.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.88% | 56.14%-37.3pp | 46.47%-27.6pp | 302.83%-283.9pp |
| Employer contribution / active EE | $11,630 | $4,175+178.6% | $3,660+217.8% | $4,761+144.3% |
| Participant deferral / active EE | $7,742 | $4,957+56.2% | $4,370+77.1% | $5,982+29.4% |
| Admin fee / account holder | $1,633 | $7,245-77.5% | $5,945-72.5% | $11,246-85.5% |