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 | $93,152 | $159,901-41.7% | $146,958-36.6% | $145,922-36.2% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 14.91% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $3,816 | $5,286-27.8% | $4,933-22.6% | $4,660-18.1% |
| Participant deferral / active EE | $13,100 | $8,428+55.4% | $8,070+62.3% | $6,688+95.9% |
| Admin fee / account holder | $902 | $15,044-94.0% | $12,998-93.1% | $13,397-93.3% |