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 | $61,360 | $209,411-70.7% | $178,490-65.6% | $158,922-61.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.45% | 188.75%-165.3pp | 151.07%-127.6pp | 302.83%-279.4pp |
| Employer contribution / active EE | $6,376 | $5,706+11.7% | $5,011+27.3% | $4,761+33.9% |
| Participant deferral / active EE | $4,035 | $5,954-32.2% | $5,202-22.4% | $5,982-32.5% |
| Admin fee / account holder | $1,970 | $17,074-88.5% | $13,984-85.9% | $11,246-82.5% |