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 5-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 | $90,502 | $183,519-50.7% | $155,509-41.8% | $145,922-38.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.54% | 61.17%-42.6pp | 64.67%-46.1pp | 561.29%-542.7pp |
| Employer contribution / active EE | $19,042 | $5,313+258.4% | $4,672+307.5% | $4,660+308.7% |
| Participant deferral / active EE | $13,943 | $6,462+115.7% | $5,626+147.8% | $6,688+108.5% |
| Admin fee / account holder | $4,351 | $19,313-77.5% | $15,912-72.7% | $13,397-67.5% |