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 | $90,905 | $217,402-58.2% | $185,823-51.1% | $167,490-45.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.52% | 148.36%-125.8pp | 122.05%-99.5pp | 478.56%-456.0pp |
| Employer contribution / active EE | $9,197 | $5,873+56.6% | $5,167+78.0% | $4,837+90.1% |
| Participant deferral / active EE | $8,070 | $6,356+27.0% | $5,568+44.9% | $6,341+27.3% |
| Admin fee / account holder | $1,409 | $19,811-92.9% | $16,237-91.3% | $12,309-88.6% |