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 | $91,657 | $197,591-53.6% | $177,821-48.5% | $158,922-42.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.15% | 58.76%-38.6pp | 48.32%-28.2pp | 302.83%-282.7pp |
| Employer contribution / active EE | $15,416 | $6,697+130.2% | $5,918+160.5% | $4,761+223.8% |
| Participant deferral / active EE | $14,450 | $8,405+71.9% | $7,714+87.3% | $5,982+141.6% |
| Admin fee / account holder | $2,093 | $15,399-86.4% | $12,427-83.2% | $11,246-81.4% |