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 | $68,760 | $209,411-67.2% | $178,490-61.5% | $158,922-56.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.67% | 188.75%-177.1pp | 151.07%-139.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $3,112 | $5,706-45.5% | $5,011-37.9% | $4,761-34.6% |
| Participant deferral / active EE | $7,996 | $5,954+34.3% | $5,202+53.7% | $5,982+33.7% |
| Admin fee / account holder | $12,249 | $17,074-28.3% | $13,984-12.4% | $11,246+8.9% |