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 | $58,948 | $85,202-30.8% | $172,739-65.9% | $72,985-19.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.40% | 27.32%-5.9pp | 802.84%-781.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,386 | $3,324-58.3% | $5,143-73.1% | $2,440-43.2% |
| Participant deferral / active EE | $3,413 | $3,260+4.7% | $5,198-34.3% | $3,607-5.4% |
| Admin fee / account holder | $6,725 | $5,884+14.3% | $13,954-51.8% | $5,124+31.2% |