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 | $102,194 | $107,934-5.3% | $91,989+11.1% | $152,861-33.1% |
| Participation rate | 72.7% | 81.2%-8.5pp | 78.6%-5.9pp | 82.4%-9.7pp |
| Annual return | 20.10% | 89.24%-69.1pp | 69.02%-48.9pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,248 | $4,210-46.6% | $3,452-34.9% | $4,762-52.8% |
| Participant deferral / active EE | $7,607 | $6,364+19.5% | $5,923+28.4% | $5,850+30.0% |
| Admin fee / account holder | $32,713 | $10,520+211.0% | $7,743+322.5% | $11,596+182.1% |