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 | $61,719 | $112,096-44.9% | $95,952-35.7% | $158,922-61.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 31.04% | 171.09%-140.1pp | 91.61%-60.6pp | 302.83%-271.8pp |
| Employer contribution / active EE | $1,284 | $3,198-59.9% | $2,541-49.5% | $4,761-73.0% |
| Participant deferral / active EE | $5,350 | $4,784+11.8% | $4,167+28.4% | $5,982-10.6% |
| Admin fee / account holder | $5,177 | $10,130-48.9% | $6,795-23.8% | $11,246-54.0% |