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 | $77,656 | $155,788-50.2% | $124,672-37.7% | $167,490-53.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.90% | 17.97%-3.1pp | 5142.93%-5128.0pp | 478.56%-463.7pp |
| Employer contribution / active EE | $13,602 | $4,163+226.7% | $3,324+309.3% | $4,837+181.2% |
| Participant deferral / active EE | $13,458 | $5,673+137.2% | $4,614+191.7% | $6,341+112.2% |
| Admin fee / account holder | $14,302 | $9,531+50.1% | $7,493+90.9% | $12,309+16.2% |