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 | $60,372 | $102,966-41.4% | $90,281-33.1% | $152,861-60.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.64% | 95.16%-79.5pp | 78.10%-62.5pp | 345.32%-329.7pp |
| Employer contribution / active EE | $8,454 | $3,139+169.3% | $2,854+196.2% | $4,762+77.5% |
| Participant deferral / active EE | $6,737 | $4,281+57.3% | $3,885+73.4% | $5,850+15.2% |
| Admin fee / account holder | $698 | $6,171-88.7% | $5,351-87.0% | $11,596-94.0% |