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 | $76,292 | $148,534-48.6% | $135,903-43.9% | $139,434-45.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 36.60% | 79.19%-42.6pp | 68.23%-31.6pp | 372.94%-336.3pp |
| Employer contribution / active EE | $4,465 | $5,243-14.8% | $4,856-8.1% | $4,751-6.0% |
| Participant deferral / active EE | $6,987 | $8,100-13.7% | $7,758-9.9% | $6,710+4.1% |
| Admin fee / account holder | $34,672 | $12,400+179.6% | $10,762+222.2% | $11,403+204.1% |