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 | $66,485 | $102,317-35.0% | $146,958-54.8% | $80,856-17.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 24.32% | 134.76%-110.4pp | 418.34%-394.0pp | 35.59%-11.3pp |
| Employer contribution / active EE | $4,516 | $3,713+21.6% | $4,933-8.5% | $2,755+63.9% |
| Participant deferral / active EE | $6,516 | $6,644-1.9% | $8,070-19.3% | $4,296+51.7% |
| Admin fee / account holder | $3,311 | $7,941-58.3% | $12,998-74.5% | $6,918-52.1% |