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 | $62,505 | $176,377-64.6% | $134,143-53.4% | $158,922-60.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.54% | 63.63%-46.1pp | 36.33%-18.8pp | 302.83%-285.3pp |
| Employer contribution / active EE | $5,241 | $5,040+4.0% | $3,704+41.5% | $4,761+10.1% |
| Participant deferral / active EE | $5,206 | $4,091+27.2% | $3,499+48.8% | $5,982-13.0% |
| Admin fee / account holder | $1,582 | $8,718-81.9% | $6,684-76.3% | $11,246-85.9% |