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 9-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 | $61,960 | $105,859-41.5% | $90,160-31.3% | $147,584-58.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.11% | 37.63%-24.5pp | 34.88%-21.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $6,655 | $4,126+61.3% | $3,318+100.6% | $4,876+36.5% |
| Participant deferral / active EE | $12,433 | $5,733+116.9% | $5,288+135.1% | $5,439+128.6% |
| Admin fee / account holder | $321 | $8,046-96.0% | $5,943-94.6% | $10,885-97.1% |