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 6-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 | $94,488 | $183,519-48.5% | $155,509-39.2% | $145,922-35.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.22% | 61.17%-39.9pp | 64.67%-43.4pp | 561.29%-540.1pp |
| Employer contribution / active EE | $8,149 | $5,313+53.4% | $4,672+74.4% | $4,660+74.9% |
| Participant deferral / active EE | $11,884 | $6,462+83.9% | $5,626+111.2% | $6,688+77.7% |
| Admin fee / account holder | $2,074 | $19,313-89.3% | $15,912-87.0% | $13,397-84.5% |