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 | $60,195 | $81,632-26.3% | $70,449-14.6% | $158,922-62.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.25% | 208.40%-194.2pp | 109.03%-94.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,500 | $3,217-22.3% | $2,737-8.6% | $4,761-47.5% |
| Participant deferral / active EE | $3,246 | $4,554-28.7% | $3,709-12.5% | $5,982-45.7% |
| Admin fee / account holder | $1,850 | $6,193-70.1% | $3,845-51.9% | $11,246-83.6% |