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 9-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 | $92,860 | $210,648-55.9% | $177,989-47.8% | $145,922-36.4% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 10.60% | 385.86%-375.3pp | 294.48%-283.9pp | 561.29%-550.7pp |
| Employer contribution / active EE | $6,595 | $4,565+44.5% | $3,949+67.0% | $4,660+41.5% |
| Participant deferral / active EE | $14,267 | $6,958+105.1% | $6,276+127.3% | $6,688+113.3% |
| Admin fee / account holder | $6,652 | $12,013-44.6% | $10,363-35.8% | $13,397-50.3% |