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 | $65,228 | $110,809-41.1% | $86,874-24.9% | $167,490-61.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 11.47% | 116.98%-105.5pp | 63.52%-52.1pp | 478.56%-467.1pp |
| Employer contribution / active EE | $1,840 | $3,244-43.3% | $2,495-26.3% | $4,837-62.0% |
| Participant deferral / active EE | $19,739 | $4,546+334.2% | $3,699+433.6% | $6,341+211.3% |
| Admin fee / account holder | $2,413 | $8,415-71.3% | $5,828-58.6% | $12,309-80.4% |