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 | $70,916 | $165,984-57.3% | $164,813-57.0% | $145,922-51.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.78% | 100.03%-86.3pp | 69.93%-56.2pp | 561.29%-547.5pp |
| Employer contribution / active EE | $23,727 | $5,273+350.0% | $4,341+446.6% | $4,660+409.2% |
| Participant deferral / active EE | $6,231 | $6,959-10.5% | $6,031+3.3% | $6,688-6.8% |
| Admin fee / account holder | $4,500 | $16,648-73.0% | $12,690-64.5% | $13,397-66.4% |