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 | $86,472 | $106,515-18.8% | $96,683-10.6% | $139,434-38.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 85.96% | 38.43%+47.5pp | 35.69%+50.3pp | 372.94%-287.0pp |
| Employer contribution / active EE | $3,553 | $4,103-13.4% | $3,737-4.9% | $4,751-25.2% |
| Participant deferral / active EE | $1,909 | $5,454-65.0% | $4,878-60.9% | $6,710-71.5% |
| Admin fee / account holder | $6,297 | $7,877-20.1% | $6,730-6.4% | $11,403-44.8% |