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 | $60,174 | $112,881-46.7% | $90,951-33.8% | $158,922-62.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 23.70% | 215.79%-192.1pp | 134.60%-110.9pp | 302.83%-279.1pp |
| Employer contribution / active EE | $2,217 | $2,893-23.4% | $2,122+4.5% | $4,761-53.4% |
| Participant deferral / active EE | $5,681 | $4,128+37.6% | $3,373+68.4% | $5,982-5.0% |
| Admin fee / account holder | $334 | $8,041-95.9% | $5,959-94.4% | $11,246-97.0% |