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 8-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 | $74,399 | $209,411-64.5% | $178,490-58.3% | $158,922-53.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.49% | 188.75%-168.3pp | 151.07%-130.6pp | 302.83%-282.3pp |
| Employer contribution / active EE | $3,824 | $5,706-33.0% | $5,011-23.7% | $4,761-19.7% |
| Participant deferral / active EE | $15,993 | $5,954+168.6% | $5,202+207.5% | $5,982+167.3% |
| Admin fee / account holder | $1,079 | $17,074-93.7% | $13,984-92.3% | $11,246-90.4% |