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 | $70,022 | $107,934-35.1% | $91,989-23.9% | $152,861-54.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 20.09% | 89.24%-69.2pp | 69.02%-48.9pp | 345.32%-325.2pp |
| Employer contribution / active EE | $3,689 | $4,210-12.4% | $3,452+6.9% | $4,762-22.5% |
| Participant deferral / active EE | $8,980 | $6,364+41.1% | $5,923+51.6% | $5,850+53.5% |
| Admin fee / account holder | $27,812 | $10,520+164.4% | $7,743+259.2% | $11,596+139.8% |