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 | $93,442 | $176,812-47.2% | $146,665-36.3% | $167,490-44.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 27.64% | 24.03%+3.6pp | 22.74%+4.9pp | 478.56%-450.9pp |
| Employer contribution / active EE | $3,243 | $5,160-37.1% | $4,136-21.6% | $4,837-33.0% |
| Participant deferral / active EE | $6,900 | $6,440+7.2% | $5,506+25.3% | $6,341+8.8% |
| Admin fee / account holder | $391 | $13,259-97.1% | $10,280-96.2% | $12,309-96.8% |