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 | $92,542 | $197,591-53.2% | $177,821-48.0% | $158,922-41.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.25% | 58.76%-36.5pp | 48.32%-26.1pp | 302.83%-280.6pp |
| Employer contribution / active EE | $3,528 | $6,697-47.3% | $5,918-40.4% | $4,761-25.9% |
| Participant deferral / active EE | $13,222 | $8,405+57.3% | $7,714+71.4% | $5,982+121.0% |
| Admin fee / account holder | $411 | $15,399-97.3% | $12,427-96.7% | $11,246-96.3% |