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 | $90,629 | $217,402-58.3% | $185,823-51.2% | $167,490-45.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.21% | 148.36%-135.2pp | 122.05%-108.8pp | 478.56%-465.4pp |
| Employer contribution / active EE | $3,539 | $5,873-39.7% | $5,167-31.5% | $4,837-26.8% |
| Participant deferral / active EE | $11,856 | $6,356+86.5% | $5,568+112.9% | $6,341+87.0% |
| Admin fee / account holder | $818 | $19,811-95.9% | $16,237-95.0% | $12,309-93.4% |