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 | $82,358 | $185,822-55.7% | $169,993-51.6% | $139,434-40.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.86% | 60.50%-36.6pp | 53.37%-29.5pp | 372.94%-349.1pp |
| Employer contribution / active EE | $10,432 | $7,590+37.4% | $6,785+53.7% | $4,751+119.6% |
| Participant deferral / active EE | $13,331 | $11,622+14.7% | $10,408+28.1% | $6,710+98.7% |
| Admin fee / account holder | $1,364 | $15,381-91.1% | $12,815-89.4% | $11,403-88.0% |