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 | $106,680 | $217,402-50.9% | $185,823-42.6% | $167,490-36.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.84% | 148.36%-130.5pp | 122.05%-104.2pp | 478.56%-460.7pp |
| Employer contribution / active EE | $9,158 | $5,873+55.9% | $5,167+77.2% | $4,837+89.3% |
| Participant deferral / active EE | $8,652 | $6,356+36.1% | $5,568+55.4% | $6,341+36.4% |
| Admin fee / account holder | $1,552 | $19,811-92.2% | $16,237-90.4% | $12,309-87.4% |