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 | $89,433 | $118,849-24.8% | $96,562-7.4% | $167,490-46.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.30% | 50.49%-36.2pp | 37.78%-23.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $5,248 | $3,120+68.2% | $2,356+122.7% | $4,837+8.5% |
| Participant deferral / active EE | $10,080 | $4,616+118.4% | $3,849+161.9% | $6,341+59.0% |
| Admin fee / account holder | $1,821 | $8,065-77.4% | $6,181-70.5% | $12,309-85.2% |