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 | $65,393 | $109,327-40.2% | $89,391-26.8% | $158,922-58.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 7.02% | 345.68%-338.7pp | 245.62%-238.6pp | 302.83%-295.8pp |
| Employer contribution / active EE | $1,610 | $3,170-49.2% | $2,586-37.7% | $4,761-66.2% |
| Participant deferral / active EE | $12,166 | $4,598+164.6% | $3,890+212.8% | $5,982+103.4% |
| Admin fee / account holder | $5,546 | $6,153-9.9% | $4,881+13.6% | $11,246-50.7% |