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 | $80,694 | $114,047-29.2% | $96,139-16.1% | $167,490-51.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 8.70% | 189.88%-181.2pp | 191.94%-183.2pp | 478.56%-469.9pp |
| Employer contribution / active EE | $3,712 | $3,427+8.3% | $2,797+32.7% | $4,837-23.3% |
| Participant deferral / active EE | $9,277 | $5,194+78.6% | $4,349+113.3% | $6,341+46.3% |
| Admin fee / account holder | $10,641 | $6,897+54.3% | $5,537+92.2% | $12,309-13.6% |