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 6-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 | $88,282 | $133,922-34.1% | $116,228-24.0% | $142,382-38.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 10.92% | 147.76%-136.8pp | 90.06%-79.1pp | 217.08%-206.2pp |
| Employer contribution / active EE | $11,427 | $3,446+231.6% | $2,994+281.6% | $4,299+165.8% |
| Participant deferral / active EE | $14,733 | $5,672+159.7% | $4,953+197.5% | $6,507+126.4% |
| Admin fee / account holder | $1,707 | $14,945-88.6% | $11,989-85.8% | $12,624-86.5% |