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 | $97,741 | $176,377-44.6% | $134,143-27.1% | $158,922-38.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.86% | 63.63%-47.8pp | 36.33%-20.5pp | 302.83%-287.0pp |
| Employer contribution / active EE | $866 | $5,040-82.8% | $3,704-76.6% | $4,761-81.8% |
| Participant deferral / active EE | $3,691 | $4,091-9.8% | $3,499+5.5% | $5,982-38.3% |
| Admin fee / account holder | $366 | $8,718-95.8% | $6,684-94.5% | $11,246-96.7% |