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 | $66,221 | $108,919-39.2% | $100,391-34.0% | $145,922-54.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.84% | 57.88%-40.0pp | 49.20%-31.4pp | 561.29%-543.4pp |
| Employer contribution / active EE | $7,001 | $4,419+58.4% | $3,942+77.6% | $4,660+50.3% |
| Participant deferral / active EE | $12,511 | $8,445+48.1% | $8,082+54.8% | $6,688+87.1% |
| Admin fee / account holder | $851 | $9,689-91.2% | $7,899-89.2% | $13,397-93.6% |