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 | $51,165 | $165,984-69.2% | $164,813-69.0% | $145,922-64.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.98% | 100.03%-91.1pp | 69.93%-60.9pp | 561.29%-552.3pp |
| Employer contribution / active EE | $3,598 | $5,273-31.8% | $4,341-17.1% | $4,660-22.8% |
| Participant deferral / active EE | $12,200 | $6,959+75.3% | $6,031+102.3% | $6,688+82.4% |
| Admin fee / account holder | $1,892 | $16,648-88.6% | $12,690-85.1% | $13,397-85.9% |