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 7-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 | $64,614 | $106,890-39.6% | $84,015-23.1% | $152,861-57.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.96% | 104.99%-86.0pp | 71.31%-52.3pp | 345.32%-326.4pp |
| Employer contribution / active EE | $6,544 | $2,734+139.3% | $1,983+229.9% | $4,762+37.4% |
| Participant deferral / active EE | $3,611 | $4,011-10.0% | $3,239+11.5% | $5,850-38.3% |
| Admin fee / account holder | $776 | $8,285-90.6% | $6,101-87.3% | $11,596-93.3% |