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 10-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 | $91,352 | $217,402-58.0% | $185,823-50.8% | $167,490-45.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.02% | 148.36%-128.3pp | 122.05%-102.0pp | 478.56%-458.5pp |
| Employer contribution / active EE | $4,706 | $5,873-19.9% | $5,167-8.9% | $4,837-2.7% |
| Participant deferral / active EE | $7,739 | $6,356+21.8% | $5,568+39.0% | $6,341+22.0% |
| Admin fee / account holder | $610 | $19,811-96.9% | $16,237-96.2% | $12,309-95.0% |