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 | $87,797 | $209,411-58.1% | $178,490-50.8% | $158,922-44.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.98% | 188.75%-170.8pp | 151.07%-133.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,645 | $5,706-71.2% | $5,011-67.2% | $4,761-65.5% |
| Participant deferral / active EE | $6,313 | $5,954+6.0% | $5,202+21.4% | $5,982+5.5% |
| Admin fee / account holder | $39,352 | $17,074+130.5% | $13,984+181.4% | $11,246+249.9% |