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 7-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 | $91,325 | $157,256-41.9% | $141,162-35.3% | $152,861-40.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 73.32% | 64.32%+9.0pp | 71.39%+1.9pp | 345.32%-272.0pp |
| Employer contribution / active EE | $8,750 | $5,261+66.3% | $4,735+84.8% | $4,762+83.7% |
| Participant deferral / active EE | $16,940 | $7,109+138.3% | $6,709+152.5% | $5,850+189.6% |
| Admin fee / account holder | $928 | $12,120-92.3% | $10,261-91.0% | $11,596-92.0% |