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 | $97,199 | $112,881-13.9% | $90,951+6.9% | $158,922-38.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 6.30% | 215.79%-209.5pp | 134.60%-128.3pp | 302.83%-296.5pp |
| Employer contribution / active EE | $2,880 | $2,893-0.5% | $2,122+35.7% | $4,761-39.5% |
| Participant deferral / active EE | $19,500 | $4,128+372.4% | $3,373+478.1% | $5,982+226.0% |
| Admin fee / account holder | $6,495 | $8,041-19.2% | $5,959+9.0% | $11,246-42.2% |