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 | $63,467 | $150,187-57.7% | $120,354-47.3% | $145,922-56.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 21.36% | 154.07%-132.7pp | 107.15%-85.8pp | 561.29%-539.9pp |
| Employer contribution / active EE | $2,563 | $4,348-41.0% | $3,463-26.0% | $4,660-45.0% |
| Participant deferral / active EE | $6,185 | $6,173+0.2% | $4,991+23.9% | $6,688-7.5% |
| Admin fee / account holder | $3,180 | $12,207-73.9% | $9,423-66.2% | $13,397-76.3% |