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 6-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 | $86,886 | $185,822-53.2% | $169,993-48.9% | $139,434-37.7% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 36.22% | 60.50%-24.3pp | 53.37%-17.2pp | 372.94%-336.7pp |
| Employer contribution / active EE | $3,255 | $7,590-57.1% | $6,785-52.0% | $4,751-31.5% |
| Participant deferral / active EE | $17,755 | $11,622+52.8% | $10,408+70.6% | $6,710+164.6% |
| Admin fee / account holder | $598 | $15,381-96.1% | $12,815-95.3% | $11,403-94.8% |