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 5-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 | $63,514 | $69,207-8.2% | $64,056-0.8% | $139,434-54.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.43% | 45.88%-22.5pp | 33.69%-10.3pp | 372.94%-349.5pp |
| Employer contribution / active EE | $1,139 | $3,182-64.2% | $2,747-58.5% | $4,751-76.0% |
| Participant deferral / active EE | $11,250 | $4,682+140.3% | $3,880+189.9% | $6,710+67.7% |
| Admin fee / account holder | $331 | $4,244-92.2% | $3,068-89.2% | $11,403-97.1% |