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 4-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 | $56,390 | $56,053+0.6% | $75,972-25.8% | $80,856-30.3% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 15.02% | 20.53%-5.5pp | 359.55%-344.5pp | 35.59%-20.6pp |
| Employer contribution / active EE | $10,211 | $1,874+444.8% | $2,685+280.3% | $2,755+270.6% |
| Participant deferral / active EE | $9,760 | $3,052+219.8% | $4,255+129.4% | $4,296+127.2% |
| Admin fee / account holder | $1,072 | $5,234-79.5% | $6,467-83.4% | $6,918-84.5% |