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 10-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 | $92,174 | $209,411-56.0% | $178,490-48.4% | $158,922-42.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.85% | 188.75%-181.9pp | 151.07%-144.2pp | 302.83%-296.0pp |
| Employer contribution / active EE | $3,288 | $5,706-42.4% | $5,011-34.4% | $4,761-30.9% |
| Participant deferral / active EE | $5,083 | $5,954-14.6% | $5,202-2.3% | $5,982-15.0% |
| Admin fee / account holder | $3,082 | $17,074-82.0% | $13,984-78.0% | $11,246-72.6% |