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 | $196,287 | $111,754+75.6% | $103,333+90.0% | $145,922+34.5% |
| Participation rate | 95.5% | 77.9%+17.5pp | 74.5%+20.9pp | 80.3%+15.2pp |
| Annual return | 9.14% | 24.77%-15.6pp | 24.88%-15.7pp | 561.29%-552.1pp |
| Employer contribution / active EE | $8,339 | $4,212+98.0% | $3,868+115.6% | $4,660+79.0% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $5,057-100.0% | $6,688-100.0% |
| Admin fee / account holder | $5,950 | $9,750-39.0% | $8,355-28.8% | $13,397-55.6% |