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 10-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 | $64,117 | $99,020-35.2% | $86,590-26.0% | $147,584-56.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 25.83% | 1312.34%-1286.5pp | 964.84%-939.0pp | 578.55%-552.7pp |
| Employer contribution / active EE | $8,697 | $3,132+177.7% | $2,839+206.3% | $4,876+78.4% |
| Participant deferral / active EE | $1,534 | $3,972-61.4% | $3,609-57.5% | $5,439-71.8% |
| Admin fee / account holder | $3,330 | $5,710-41.7% | $4,906-32.1% | $10,885-69.4% |