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 | $63,966 | $81,632-21.6% | $70,449-9.2% | $158,922-59.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 7.79% | 208.40%-200.6pp | 109.03%-101.2pp | 302.83%-295.0pp |
| Employer contribution / active EE | $2,588 | $3,217-19.6% | $2,737-5.4% | $4,761-45.7% |
| Participant deferral / active EE | $6,218 | $4,554+36.5% | $3,709+67.7% | $5,982+3.9% |
| Admin fee / account holder | $71,636 | $6,193+1056.8% | $3,845+1763.0% | $11,246+537.0% |