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 | $95,401 | $176,056-45.8% | $159,436-40.2% | $167,490-43.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.60% | 331.75%-319.2pp | 263.57%-251.0pp | 478.56%-466.0pp |
| Employer contribution / active EE | $24,673 | $5,297+365.8% | $4,829+410.9% | $4,837+410.0% |
| Participant deferral / active EE | $10,785 | $7,750+39.2% | $7,352+46.7% | $6,341+70.1% |
| Admin fee / account holder | $980 | $12,554-92.2% | $10,799-90.9% | $12,309-92.0% |