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 | $69,215 | $102,317-32.4% | $146,958-52.9% | $80,856-14.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.53% | 134.76%-118.2pp | 418.34%-401.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $5,167 | $3,713+39.1% | $4,933+4.7% | $2,755+87.5% |
| Participant deferral / active EE | $7,881 | $6,644+18.6% | $8,070-2.3% | $4,296+83.5% |
| Admin fee / account holder | $6,405 | $7,941-19.3% | $12,998-50.7% | $6,918-7.4% |