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 8-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 | $92,015 | $157,256-41.5% | $141,162-34.8% | $152,861-39.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.16% | 64.32%-45.2pp | 71.39%-52.2pp | 345.32%-326.2pp |
| Employer contribution / active EE | $9,446 | $5,261+79.6% | $4,735+99.5% | $4,762+98.4% |
| Participant deferral / active EE | $3,849 | $7,109-45.9% | $6,709-42.6% | $5,850-34.2% |
| Admin fee / account holder | $385 | $12,120-96.8% | $10,261-96.2% | $11,596-96.7% |