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 | $60,443 | $107,334-43.7% | $92,893-34.9% | $152,861-60.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.37% | 145.58%-124.2pp | 109.41%-88.0pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,762 | $4,221-58.3% | $3,653-51.8% | $4,762-63.0% |
| Participant deferral / active EE | $4,782 | $4,845-1.3% | $4,236+12.9% | $5,850-18.3% |
| Admin fee / account holder | $740 | $7,079-89.5% | $5,794-87.2% | $11,596-93.6% |