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 9-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 | $69,202 | $107,934-35.9% | $91,989-24.8% | $152,861-54.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 16.87% | 89.24%-72.4pp | 69.02%-52.1pp | 345.32%-328.4pp |
| Employer contribution / active EE | $27,102 | $4,210+543.8% | $3,452+685.1% | $4,762+469.1% |
| Participant deferral / active EE | $13,699 | $6,364+115.3% | $5,923+131.3% | $5,850+134.2% |
| Admin fee / account holder | $713 | $10,520-93.2% | $7,743-90.8% | $11,596-93.9% |