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 | $93,930 | $209,411-55.1% | $178,490-47.4% | $158,922-40.9% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 27.01% | 188.75%-161.7pp | 151.07%-124.1pp | 302.83%-275.8pp |
| Employer contribution / active EE | $16,394 | $5,706+187.3% | $5,011+227.2% | $4,761+244.3% |
| Participant deferral / active EE | $7,350 | $5,954+23.4% | $5,202+41.3% | $5,982+22.9% |
| Admin fee / account holder | $489 | $17,074-97.1% | $13,984-96.5% | $11,246-95.7% |