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 | $98,040 | $202,432-51.6% | $169,368-42.1% | $139,434-29.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.07% | 531.74%-511.7pp | 405.60%-385.5pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,775 | $4,692-62.2% | $4,013-55.8% | $4,751-62.6% |
| Participant deferral / active EE | $10,782 | $6,938+55.4% | $6,221+73.3% | $6,710+60.7% |
| Admin fee / account holder | $2,748 | $10,708-74.3% | $9,003-69.5% | $11,403-75.9% |