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 | $61,598 | $176,812-65.2% | $146,665-58.0% | $167,490-63.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.75% | 24.03%-9.3pp | 22.74%-8.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $3,922 | $5,160-24.0% | $4,136-5.2% | $4,837-18.9% |
| Participant deferral / active EE | $4,527 | $6,440-29.7% | $5,506-17.8% | $6,341-28.6% |
| Admin fee / account holder | $429 | $13,259-96.8% | $10,280-95.8% | $12,309-96.5% |