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 | $96,625 | $217,402-55.6% | $185,823-48.0% | $167,490-42.3% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 13.41% | 148.36%-134.9pp | 122.05%-108.6pp | 478.56%-465.1pp |
| Employer contribution / active EE | $11,792 | $5,873+100.8% | $5,167+128.2% | $4,837+143.8% |
| Participant deferral / active EE | $9,989 | $6,356+57.2% | $5,568+79.4% | $6,341+57.5% |
| Admin fee / account holder | $6,185 | $19,811-68.8% | $16,237-61.9% | $12,309-49.8% |