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 | $98,257 | $176,056-44.2% | $159,436-38.4% | $167,490-41.3% |
| Participation rate | 93.8% | 84.9%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 22.59% | 331.75%-309.2pp | 263.57%-241.0pp | 478.56%-456.0pp |
| Employer contribution / active EE | $13,866 | $5,297+161.8% | $4,829+187.1% | $4,837+186.6% |
| Participant deferral / active EE | $18,785 | $7,750+142.4% | $7,352+155.5% | $6,341+196.2% |
| Admin fee / account holder | $3,956 | $12,554-68.5% | $10,799-63.4% | $12,309-67.9% |