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 | $88,935 | $176,056-49.5% | $159,436-44.2% | $167,490-46.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.10% | 331.75%-321.7pp | 263.57%-253.5pp | 478.56%-468.5pp |
| Employer contribution / active EE | $7,924 | $5,297+49.6% | $4,829+64.1% | $4,837+63.8% |
| Participant deferral / active EE | $9,710 | $7,750+25.3% | $7,352+32.1% | $6,341+53.1% |
| Admin fee / account holder | $730 | $12,554-94.2% | $10,799-93.2% | $12,309-94.1% |