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 | $56,654 | $71,883-21.2% | $86,677-34.6% | $68,494-17.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 137.10% | 3.52%+133.6pp | 35.91%+101.2pp | -7.84%+144.9pp |
| Employer contribution / active EE | $12,059 | $2,173+455.0% | $2,836+325.1% | $2,596+364.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,028 | $6,112-50.5% | $7,493-59.6% | $5,403-44.0% |