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 | $94,150 | $69,207+36.0% | $64,056+47.0% | $139,434-32.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.54% | 45.88%-29.3pp | 33.69%-17.1pp | 372.94%-356.4pp |
| Employer contribution / active EE | $3,795 | $3,182+19.3% | $2,747+38.2% | $4,751-20.1% |
| Participant deferral / active EE | $2,600 | $4,682-44.5% | $3,880-33.0% | $6,710-61.3% |
| Admin fee / account holder | $5,748 | $4,244+35.4% | $3,068+87.4% | $11,403-49.6% |