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 | $81,928 | $175,202-53.2% | $149,673-45.3% | $139,434-41.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.31% | 166.71%-152.4pp | 134.42%-120.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $9,497 | $5,474+73.5% | $4,818+97.1% | $4,751+99.9% |
| Participant deferral / active EE | $9,741 | $6,519+49.4% | $5,680+71.5% | $6,710+45.2% |
| Admin fee / account holder | $787 | $16,150-95.1% | $13,210-94.0% | $11,403-93.1% |