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 | $62,415 | $176,377-64.6% | $134,143-53.5% | $158,922-60.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 28.27% | 63.63%-35.4pp | 36.33%-8.1pp | 302.83%-274.6pp |
| Employer contribution / active EE | $30,300 | $5,040+501.1% | $3,704+718.1% | $4,761+536.4% |
| Participant deferral / active EE | $9,750 | $4,091+138.3% | $3,499+178.7% | $5,982+63.0% |
| Admin fee / account holder | $368 | $8,718-95.8% | $6,684-94.5% | $11,246-96.7% |