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 4-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 | $74,290 | $99,877-25.6% | $84,966-12.6% | $145,922-49.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.36% | 83.76%-72.4pp | 66.38%-55.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $15,493 | $3,231+379.4% | $2,727+468.1% | $4,660+232.5% |
| Participant deferral / active EE | $14,232 | $5,291+169.0% | $4,519+214.9% | $6,688+112.8% |
| Admin fee / account holder | $2,181 | $7,248-69.9% | $6,149-64.5% | $13,397-83.7% |