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 | $59,284 | $185,822-68.1% | $169,993-65.1% | $139,434-57.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 60.50%-60.5pp | 53.37%-53.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $6,100 | $7,590-19.6% | $6,785-10.1% | $4,751+28.4% |
| Participant deferral / active EE | $11,876 | $11,622+2.2% | $10,408+14.1% | $6,710+77.0% |
| Admin fee / account holder | $14,290 | $15,381-7.1% | $12,815+11.5% | $11,403+25.3% |