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 | $59,309 | $109,327-45.8% | $89,391-33.7% | $158,922-62.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 9.00% | 345.68%-336.7pp | 245.62%-236.6pp | 302.83%-293.8pp |
| Employer contribution / active EE | $2,301 | $3,170-27.4% | $2,586-11.0% | $4,761-51.7% |
| Participant deferral / active EE | $4,043 | $4,598-12.1% | $3,890+3.9% | $5,982-32.4% |
| Admin fee / account holder | $522 | $6,153-91.5% | $4,881-89.3% | $11,246-95.4% |