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 10-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 | $93,703 | $53,822+74.1% | $75,696+23.8% | $85,850+9.1% |
| Participation rate | 98.0% | 69.1%+29.0pp | 74.8%+23.2pp | 69.3%+28.7pp |
| Annual return | 19.57% | 24.54%-5.0pp | 104.53%-85.0pp | 318.53%-299.0pp |
| Employer contribution / active EE | $9,804 | $2,017+386.2% | $2,743+257.5% | $2,565+282.2% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,091 | $3,343-67.4% | $3,619-69.9% | $6,260-82.6% |