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 | $86,003 | $96,484-10.9% | $75,886+13.3% | $152,861-43.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 22.46% | 33.98%-11.5pp | 30.76%-8.3pp | 345.32%-322.9pp |
| Employer contribution / active EE | $5,437 | $3,309+64.3% | $2,500+117.4% | $4,762+14.2% |
| Participant deferral / active EE | $7,591 | $4,553+66.7% | $3,603+110.7% | $5,850+29.8% |
| Admin fee / account holder | $325 | $8,078-96.0% | $5,418-94.0% | $11,596-97.2% |