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 | $82,006 | $99,652-17.7% | $78,778+4.1% | $147,584-44.4% |
| Participation rate | 93.3% | 76.2%+17.1pp | 69.2%+24.1pp | 82.8%+10.5pp |
| Annual return | 9.04% | 47.28%-38.2pp | 35.62%-26.6pp | 578.55%-569.5pp |
| Employer contribution / active EE | $7,704 | $2,796+175.6% | $1,986+288.0% | $4,876+58.0% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,785 | $7,155+36.7% | $5,134+90.6% | $10,885-10.1% |