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 7-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 | $109,380 | $165,984-34.1% | $164,813-33.6% | $145,922-25.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.75% | 100.03%-87.3pp | 69.93%-57.2pp | 561.29%-548.5pp |
| Employer contribution / active EE | $6,649 | $5,273+26.1% | $4,341+53.2% | $4,660+42.7% |
| Participant deferral / active EE | $3,823 | $6,959-45.1% | $6,031-36.6% | $6,688-42.8% |
| Admin fee / account holder | $19,956 | $16,648+19.9% | $12,690+57.3% | $13,397+49.0% |