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 3-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 | $61,994 | $65,561-5.4% | $86,188-28.1% | $75,163-17.5% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 15.23% | 46.05%-30.8pp | 1168.45%-1153.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $2,149 | $1,553+38.4% | $2,380-9.7% | $2,670-19.5% |
| Participant deferral / active EE | $2,841 | $3,024-6.0% | $3,985-28.7% | $4,125-31.1% |
| Admin fee / account holder | $655 | $5,474-88.0% | $6,852-90.4% | $5,651-88.4% |