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 9-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 | $69,137 | $105,181-34.3% | $159,436-56.6% | $85,850-19.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 36.45% | 45.07%-8.6pp | 263.57%-227.1pp | 318.53%-282.1pp |
| Employer contribution / active EE | $3,176 | $3,318-4.3% | $4,829-34.2% | $2,565+23.8% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,740 | $6,933-31.6% | $10,799-56.1% | $6,260-24.3% |