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 9-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 | $86,008 | $190,805-54.9% | $159,960-46.2% | $134,475-36.0% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | 45.28% | 552.23%-507.0pp | 408.60%-363.3pp | 417.96%-372.7pp |
| Employer contribution / active EE | $1,222 | $4,995-75.5% | $4,226-71.1% | $4,740-74.2% |
| Participant deferral / active EE | $8,076 | $6,923+16.7% | $6,182+30.6% | $6,400+26.2% |
| Admin fee / account holder | $8,197 | $10,471-21.7% | $8,698-5.8% | $11,426-28.3% |