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 | $92,458 | $209,832-55.9% | $189,513-51.2% | $167,490-44.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.44% | 748.27%-731.8pp | 555.15%-538.7pp | 478.56%-462.1pp |
| Employer contribution / active EE | $6,529 | $6,914-5.6% | $6,162+6.0% | $4,837+35.0% |
| Participant deferral / active EE | $9,089 | $8,935+1.7% | $8,221+10.6% | $6,341+43.3% |
| Admin fee / account holder | $4,736 | $14,293-66.9% | $12,045-60.7% | $12,309-61.5% |