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 | $64,252 | $127,264-49.5% | $109,895-41.5% | $167,490-61.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 18.40% | 22.97%-4.6pp | 29.45%-11.1pp | 478.56%-460.2pp |
| Employer contribution / active EE | $8,278 | $3,322+149.1% | $2,842+191.2% | $4,837+71.1% |
| Participant deferral / active EE | $10,918 | $4,514+141.9% | $4,048+169.7% | $6,341+72.2% |
| Admin fee / account holder | $17,855 | $7,114+151.0% | $6,066+194.4% | $12,309+45.1% |