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 | $89,759 | $58,208+54.2% | $81,812+9.7% | $80,856+11.0% |
| Participation rate | 90.9% | 63.4%+27.5pp | 72.3%+18.6pp | 67.6%+23.3pp |
| Annual return | 16.62% | 41.66%-25.0pp | 773.79%-757.2pp | 35.59%-19.0pp |
| Employer contribution / active EE | $10,026 | $2,340+328.5% | $2,912+244.3% | $2,755+263.9% |
| Participant deferral / active EE | $7,021 | $3,281+114.0% | $4,319+62.6% | $4,296+63.4% |
| Admin fee / account holder | $1,377 | $4,981-72.4% | $7,386-81.4% | $6,918-80.1% |