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 | $91,530 | $228,332-59.9% | $185,823-50.7% | $158,922-42.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.16% | 40.80%-24.6pp | 35.95%-19.8pp | 302.83%-286.7pp |
| Employer contribution / active EE | $3,738 | $4,967-24.7% | $4,087-8.5% | $4,761-21.5% |
| Participant deferral / active EE | $7,974 | $6,415+24.3% | $5,632+41.6% | $5,982+33.3% |
| Admin fee / account holder | $3,745 | $11,864-68.4% | $9,500-60.6% | $11,246-66.7% |