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 | $63,562 | $97,744-35.0% | $103,476-38.6% | $145,922-56.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 17.11% | 25.41%-8.3pp | 23.90%-6.8pp | 561.29%-544.2pp |
| Employer contribution / active EE | $5,747 | $4,677+22.9% | $4,672+23.0% | $4,660+23.3% |
| Participant deferral / active EE | $6,318 | $6,603-4.3% | $6,623-4.6% | $6,688-5.5% |
| Admin fee / account holder | $100,759 | $12,515+705.1% | $9,413+970.4% | $13,397+652.1% |