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 | $61,468 | $111,724-45.0% | $93,606-34.3% | $145,922-57.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.05% | 202.98%-187.9pp | 133.20%-118.1pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,303 | $3,090-25.5% | $2,420-4.8% | $4,660-50.6% |
| Participant deferral / active EE | $3,202 | $4,912-34.8% | $4,411-27.4% | $6,688-52.1% |
| Admin fee / account holder | $1,951 | $10,250-81.0% | $8,285-76.5% | $13,397-85.4% |