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 | $95,283 | $107,334-11.2% | $92,893+2.6% | $152,861-37.7% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 21.81% | 145.58%-123.8pp | 109.41%-87.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $4,073 | $4,221-3.5% | $3,653+11.5% | $4,762-14.5% |
| Participant deferral / active EE | $8,132 | $4,845+67.9% | $4,236+92.0% | $5,850+39.0% |
| Admin fee / account holder | $6,285 | $7,079-11.2% | $5,794+8.5% | $11,596-45.8% |