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 | $106,630 | $65,409+63.0% | $98,442+8.3% | $85,850+24.2% |
| Participation rate | 75.0% | 65.0%+10.0pp | 73.3%+1.7pp | 69.3%+5.7pp |
| Annual return | 13.93% | 21.76%-7.8pp | 1492.73%-1478.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $9,940 | $2,168+358.6% | $2,960+235.8% | $2,565+287.5% |
| Participant deferral / active EE | $0 | $3,166-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,659 | $4,593+88.5% | $5,949+45.5% | $6,260+38.3% |