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 10-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 | $70,942 | $179,726-60.5% | $156,263-54.6% | $142,382-50.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 31.18% | 77.86%-46.7pp | 59.47%-28.3pp | 217.08%-185.9pp |
| Employer contribution / active EE | $4,958 | $5,069-2.2% | $4,333+14.4% | $4,299+15.3% |
| Participant deferral / active EE | $0 | $6,956-100.0% | $6,158-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,783 | $17,272-89.7% | $14,255-87.5% | $12,624-85.9% |