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 | $125,398 | $183,519-31.7% | $155,509-19.4% | $145,922-14.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 30.83% | 61.17%-30.3pp | 64.67%-33.8pp | 561.29%-530.5pp |
| Employer contribution / active EE | $13,569 | $5,313+155.4% | $4,672+190.4% | $4,660+191.2% |
| Participant deferral / active EE | $8,241 | $6,462+27.5% | $5,626+46.5% | $6,688+23.2% |
| Admin fee / account holder | $6,965 | $19,313-63.9% | $15,912-56.2% | $13,397-48.0% |