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 7-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 | $92,873 | $202,432-54.1% | $169,368-45.2% | $139,434-33.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.18% | 531.74%-514.6pp | 405.60%-388.4pp | 372.94%-355.8pp |
| Employer contribution / active EE | $12,092 | $4,692+157.7% | $4,013+201.3% | $4,751+154.5% |
| Participant deferral / active EE | $12,170 | $6,938+75.4% | $6,221+95.6% | $6,710+81.4% |
| Admin fee / account holder | $383 | $10,708-96.4% | $9,003-95.7% | $11,403-96.6% |