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 | $85,712 | $209,411-59.1% | $178,490-52.0% | $158,922-46.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.64% | 188.75%-165.1pp | 151.07%-127.4pp | 302.83%-279.2pp |
| Employer contribution / active EE | $2,475 | $5,706-56.6% | $5,011-50.6% | $4,761-48.0% |
| Participant deferral / active EE | $5,492 | $5,954-7.8% | $5,202+5.6% | $5,982-8.2% |
| Admin fee / account holder | $18,237 | $17,074+6.8% | $13,984+30.4% | $11,246+62.2% |