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 | $106,146 | $209,411-49.3% | $178,490-40.5% | $158,922-33.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.59% | 188.75%-172.2pp | 151.07%-134.5pp | 302.83%-286.2pp |
| Employer contribution / active EE | $8,529 | $5,706+49.5% | $5,011+70.2% | $4,761+79.1% |
| Participant deferral / active EE | $7,783 | $5,954+30.7% | $5,202+49.6% | $5,982+30.1% |
| Admin fee / account holder | $1,012 | $17,074-94.1% | $13,984-92.8% | $11,246-91.0% |