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 8-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 | $89,402 | $115,770-22.8% | $101,248-11.7% | $158,922-43.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.08% | 56.14%-48.1pp | 46.47%-38.4pp | 302.83%-294.7pp |
| Employer contribution / active EE | $13,618 | $4,175+226.2% | $3,660+272.1% | $4,761+186.0% |
| Participant deferral / active EE | $13,334 | $4,957+169.0% | $4,370+205.1% | $5,982+122.9% |
| Admin fee / account holder | $1,574 | $7,245-78.3% | $5,945-73.5% | $11,246-86.0% |