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 | $62,495 | $115,770-46.0% | $101,248-38.3% | $158,922-60.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.11% | 56.14%-42.0pp | 46.47%-32.4pp | 302.83%-288.7pp |
| Employer contribution / active EE | $10,708 | $4,175+156.5% | $3,660+192.6% | $4,761+124.9% |
| Participant deferral / active EE | $6,997 | $4,957+41.2% | $4,370+60.1% | $5,982+17.0% |
| Admin fee / account holder | $682 | $7,245-90.6% | $5,945-88.5% | $11,246-93.9% |