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 10-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 | $90,376 | $217,402-58.4% | $185,823-51.4% | $167,490-46.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.50% | 148.36%-138.9pp | 122.05%-112.6pp | 478.56%-469.1pp |
| Employer contribution / active EE | $2,712 | $5,873-53.8% | $5,167-47.5% | $4,837-43.9% |
| Participant deferral / active EE | $5,734 | $6,356-9.8% | $5,568+3.0% | $6,341-9.6% |
| Admin fee / account holder | $289,807 | $19,811+1362.9% | $16,237+1684.8% | $12,309+2254.4% |