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 | $97,767 | $185,822-47.4% | $169,993-42.5% | $139,434-29.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.97% | 60.50%-34.5pp | 53.37%-27.4pp | 372.94%-347.0pp |
| Employer contribution / active EE | $4,518 | $7,590-40.5% | $6,785-33.4% | $4,751-4.9% |
| Participant deferral / active EE | $9,045 | $11,622-22.2% | $10,408-13.1% | $6,710+34.8% |
| Admin fee / account holder | $456 | $15,381-97.0% | $12,815-96.4% | $11,403-96.0% |