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 8-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 | $77,806 | $106,890-27.2% | $84,015-7.4% | $152,861-49.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.66% | 104.99%-82.3pp | 71.31%-48.6pp | 345.32%-322.7pp |
| Employer contribution / active EE | $783 | $2,734-71.4% | $1,983-60.5% | $4,762-83.6% |
| Participant deferral / active EE | $2,008 | $4,011-49.9% | $3,239-38.0% | $5,850-65.7% |
| Admin fee / account holder | $53,724 | $8,285+548.4% | $6,101+780.6% | $11,596+363.3% |