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 | $124,531 | $209,411-40.5% | $178,490-30.2% | $158,922-21.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.42% | 188.75%-181.3pp | 151.07%-143.7pp | 302.83%-295.4pp |
| Employer contribution / active EE | $3,303 | $5,706-42.1% | $5,011-34.1% | $4,761-30.6% |
| Participant deferral / active EE | $4,531 | $5,954-23.9% | $5,202-12.9% | $5,982-24.3% |
| Admin fee / account holder | $6,218 | $17,074-63.6% | $13,984-55.5% | $11,246-44.7% |