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 10-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 | $95,760 | $209,411-54.3% | $178,490-46.3% | $158,922-39.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.07% | 188.75%-165.7pp | 151.07%-128.0pp | 302.83%-279.8pp |
| Employer contribution / active EE | $9,434 | $5,706+65.3% | $5,011+88.3% | $4,761+98.2% |
| Participant deferral / active EE | $6,345 | $5,954+6.6% | $5,202+22.0% | $5,982+6.1% |
| Admin fee / account holder | $8,019 | $17,074-53.0% | $13,984-42.7% | $11,246-28.7% |