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 4-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 | $56,687 | $51,576+9.9% | $129,207-56.1% | $80,856-29.9% |
| Participation rate | 71.4% | 57.0%+14.5pp | 69.6%+1.8pp | 67.6%+3.8pp |
| Annual return | 17.63% | 20.81%-3.2pp | 9417.33%-9399.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,116 | $2,669+166.6% | $4,168+70.7% | $4,296+65.6% |
| Admin fee / account holder | $657 | $4,305-84.7% | $7,715-91.5% | $6,918-90.5% |