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 | $56,222 | $157,256-64.2% | $141,162-60.2% | $152,861-63.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.87% | 64.32%-48.5pp | 71.39%-55.5pp | 345.32%-329.4pp |
| Employer contribution / active EE | $10,833 | $5,261+105.9% | $4,735+128.8% | $4,762+127.5% |
| Participant deferral / active EE | $8,863 | $7,109+24.7% | $6,709+32.1% | $5,850+51.5% |
| Admin fee / account holder | $2,194 | $12,120-81.9% | $10,261-78.6% | $11,596-81.1% |