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 3-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 | $60,260 | $102,317-41.1% | $146,958-59.0% | $80,856-25.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.79% | 134.76%-117.0pp | 418.34%-400.5pp | 35.59%-17.8pp |
| Employer contribution / active EE | $2,433 | $3,713-34.5% | $4,933-50.7% | $2,755-11.7% |
| Participant deferral / active EE | $6,739 | $6,644+1.4% | $8,070-16.5% | $4,296+56.9% |
| Admin fee / account holder | $3,394 | $7,941-57.3% | $12,998-73.9% | $6,918-50.9% |