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 | $58,999 | $138,044-57.3% | $125,339-52.9% | $134,475-56.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.53% | 750.33%-748.8pp | 572.05%-570.5pp | 417.96%-416.4pp |
| Employer contribution / active EE | $2,540 | $5,243-51.6% | $4,814-47.2% | $4,740-46.4% |
| Participant deferral / active EE | $3,681 | $7,799-52.8% | $7,446-50.6% | $6,400-42.5% |
| Admin fee / account holder | $8,509 | $11,571-26.5% | $10,010-15.0% | $11,426-25.5% |