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 | $64,688 | $115,770-44.1% | $101,248-36.1% | $158,922-59.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.05% | 56.14%-38.1pp | 46.47%-28.4pp | 302.83%-284.8pp |
| Employer contribution / active EE | $12,592 | $4,175+201.6% | $3,660+244.1% | $4,761+164.5% |
| Participant deferral / active EE | $1,614 | $4,957-67.4% | $4,370-63.1% | $5,982-73.0% |
| Admin fee / account holder | $864 | $7,245-88.1% | $5,945-85.5% | $11,246-92.3% |