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 | $68,980 | $118,849-42.0% | $96,562-28.6% | $167,490-58.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 26.57% | 50.49%-23.9pp | 37.78%-11.2pp | 478.56%-452.0pp |
| Employer contribution / active EE | $12,561 | $3,120+302.7% | $2,356+433.1% | $4,837+159.7% |
| Participant deferral / active EE | $6,500 | $4,616+40.8% | $3,849+68.9% | $6,341+2.5% |
| Admin fee / account holder | $1,978 | $8,065-75.5% | $6,181-68.0% | $12,309-83.9% |