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 | $69,039 | $129,217-46.6% | $93,406-26.1% | $158,922-56.6% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 16.57% | 118.21%-101.6pp | 78.05%-61.5pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,016 | $2,711-62.5% | $2,075-51.1% | $4,761-78.7% |
| Participant deferral / active EE | $7,898 | $3,909+102.1% | $3,126+152.7% | $5,982+32.0% |
| Admin fee / account holder | $1,038 | $7,383-85.9% | $5,230-80.2% | $11,246-90.8% |