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 | $71,923 | $159,901-55.0% | $146,958-51.1% | $145,922-50.7% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.2%+9.1pp | 80.3%+11.0pp |
| Annual return | 33.05% | 98.13%-65.1pp | 418.34%-385.3pp | 561.29%-528.2pp |
| Employer contribution / active EE | $4,142 | $5,286-21.6% | $4,933-16.0% | $4,660-11.1% |
| Participant deferral / active EE | $5,389 | $8,428-36.1% | $8,070-33.2% | $6,688-19.4% |
| Admin fee / account holder | $897 | $15,044-94.0% | $12,998-93.1% | $13,397-93.3% |