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 | $55,892 | $112,096-50.1% | $95,952-41.7% | $158,922-64.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 26.56% | 171.09%-144.5pp | 91.61%-65.1pp | 302.83%-276.3pp |
| Employer contribution / active EE | $3,910 | $3,198+22.2% | $2,541+53.9% | $4,761-17.9% |
| Participant deferral / active EE | $11,230 | $4,784+134.7% | $4,167+169.5% | $5,982+87.7% |
| Admin fee / account holder | $445 | $10,130-95.6% | $6,795-93.5% | $11,246-96.0% |