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 | $69,161 | $109,817-37.0% | $98,442-29.7% | $167,490-58.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.76% | 1956.69%-1942.9pp | 1492.73%-1479.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $954 | $3,224-70.4% | $2,960-67.8% | $4,837-80.3% |
| Participant deferral / active EE | $2,683 | $4,673-42.6% | $4,276-37.3% | $6,341-57.7% |
| Admin fee / account holder | $1,664 | $6,753-75.4% | $5,949-72.0% | $12,309-86.5% |