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 | $101,092 | $209,411-51.7% | $178,490-43.4% | $158,922-36.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.44% | 188.75%-177.3pp | 151.07%-139.6pp | 302.83%-291.4pp |
| Employer contribution / active EE | $2,548 | $5,706-55.3% | $5,011-49.1% | $4,761-46.5% |
| Participant deferral / active EE | $4,268 | $5,954-28.3% | $5,202-18.0% | $5,982-28.7% |
| Admin fee / account holder | $570 | $17,074-96.7% | $13,984-95.9% | $11,246-94.9% |