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 | $100,968 | $217,402-53.6% | $185,823-45.7% | $167,490-39.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.17% | 148.36%-128.2pp | 122.05%-101.9pp | 478.56%-458.4pp |
| Employer contribution / active EE | $2,335 | $5,873-60.2% | $5,167-54.8% | $4,837-51.7% |
| Participant deferral / active EE | $5,624 | $6,356-11.5% | $5,568+1.0% | $6,341-11.3% |
| Admin fee / account holder | $7,654 | $19,811-61.4% | $16,237-52.9% | $12,309-37.8% |