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 | $120,389 | $74,888+60.8% | $71,209+69.1% | $142,382-15.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 14.37% | 345.14%-330.8pp | 282.51%-268.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,688 | $2,854-5.8% | $2,721-1.2% | $4,299-37.5% |
| Participant deferral / active EE | $8,809 | $4,454+97.8% | $4,175+111.0% | $6,507+35.4% |
| Admin fee / account holder | $1,271 | $5,568-77.2% | $5,349-76.2% | $12,624-89.9% |