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 7-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 | $81,088 | $211,958-61.7% | $169,463-52.2% | $135,375-40.1% |
| Participation rate | 90.0% | 82.6%+7.4pp | 77.8%+12.2pp | 82.6%+7.4pp |
| Annual return | 49.08% | 3.26%+45.8pp | 1.83%+47.3pp | 519.73%-470.7pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,914 | $6,075+46.7% | $5,277+68.9% | $5,609+58.9% |
| Admin fee / account holder | $1,854 | $11,471-83.8% | $9,109-79.6% | $10,827-82.9% |