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 | $54,963 | $102,966-46.6% | $90,281-39.1% | $152,861-64.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 36.33% | 95.16%-58.8pp | 78.10%-41.8pp | 345.32%-309.0pp |
| Employer contribution / active EE | $1,834 | $3,139-41.6% | $2,854-35.8% | $4,762-61.5% |
| Participant deferral / active EE | $35,778 | $4,281+735.6% | $3,885+820.8% | $5,850+511.6% |
| Admin fee / account holder | $558 | $6,171-91.0% | $5,351-89.6% | $11,596-95.2% |