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 | $112,025 | $198,466-43.6% | $170,442-34.3% | $147,584-24.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.24% | 257.29%-245.1pp | 205.93%-193.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $5,352 | $6,184-13.5% | $5,433-1.5% | $4,876+9.7% |
| Participant deferral / active EE | $5,714 | $5,629+1.5% | $4,939+15.7% | $5,439+5.1% |
| Admin fee / account holder | $855 | $16,852-94.9% | $13,880-93.8% | $10,885-92.1% |