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 6-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 | $86,286 | $112,881-23.6% | $90,951-5.1% | $158,922-45.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 5.73% | 215.79%-210.1pp | 134.60%-128.9pp | 302.83%-297.1pp |
| Employer contribution / active EE | $3,074 | $2,893+6.2% | $2,122+44.9% | $4,761-35.4% |
| Participant deferral / active EE | $7,161 | $4,128+73.5% | $3,373+112.3% | $5,982+19.7% |
| Admin fee / account holder | $20,415 | $8,041+153.9% | $5,959+242.6% | $11,246+81.5% |