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 | $81,922 | $165,335-50.5% | $149,696-45.3% | $158,922-48.5% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 67.72% | 348.15%-280.4pp | 276.60%-208.9pp | 302.83%-235.1pp |
| Employer contribution / active EE | $6,120 | $5,103+19.9% | $4,644+31.8% | $4,761+28.5% |
| Participant deferral / active EE | $4,847 | $7,181-32.5% | $6,842-29.1% | $5,982-19.0% |
| Admin fee / account holder | $615 | $10,807-94.3% | $9,309-93.4% | $11,246-94.5% |