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 | $74,489 | $79,013-5.7% | $100,391-25.8% | $74,4950% |
| Participation rate | 96.0% | 79.5%+16.5pp | 81.5%+14.5pp | 67.2%+28.8pp |
| Annual return | 30.02% | 20.41%+9.6pp | 49.20%-19.2pp | 1364.94%-1334.9pp |
| Employer contribution / active EE | $6,297 | $3,021+108.4% | $3,942+59.8% | $2,623+140.1% |
| Participant deferral / active EE | $14,528 | $7,760+87.2% | $8,082+79.8% | $4,346+234.3% |
| Admin fee / account holder | $7,507 | $1,320+468.7% | $7,899-5.0% | $1,942+286.6% |