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 | $61,216 | $102,604-40.3% | $86,188-29.0% | $139,434-56.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.40% | 1922.51%-1907.1pp | 1168.45%-1153.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $6,237 | $3,032+105.7% | $2,380+162.0% | $4,751+31.3% |
| Participant deferral / active EE | $3,158 | $4,676-32.5% | $3,985-20.8% | $6,710-52.9% |
| Admin fee / account holder | $1,014 | $8,657-88.3% | $6,852-85.2% | $11,403-91.1% |