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 6-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 | $60,803 | $110,502-45.0% | $80,716-24.7% | $167,490-63.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 7.38% | 120.54%-113.2pp | 87.28%-79.9pp | 478.56%-471.2pp |
| Employer contribution / active EE | $790 | $1,543-48.8% | $1,160-31.9% | $4,837-83.7% |
| Participant deferral / active EE | $8,226 | $2,871+186.6% | $2,146+283.4% | $6,341+29.7% |
| Admin fee / account holder | $2,414 | $4,545-46.9% | $3,380-28.6% | $12,309-80.4% |