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 6-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 | $58,258 | $108,919-46.5% | $100,391-42.0% | $145,922-60.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.28% | 57.88%-43.6pp | 49.20%-34.9pp | 561.29%-547.0pp |
| Employer contribution / active EE | $7,086 | $4,419+60.3% | $3,942+79.8% | $4,660+52.1% |
| Participant deferral / active EE | $11,701 | $8,445+38.6% | $8,082+44.8% | $6,688+75.0% |
| Admin fee / account holder | $389 | $9,689-96.0% | $7,899-95.1% | $13,397-97.1% |