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 8-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 | $84,288 | $100,852-16.4% | $90,404-6.8% | $158,922-47.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 18.57% | 1724.20%-1705.6pp | 1293.02%-1274.4pp | 302.83%-284.3pp |
| Employer contribution / active EE | $2,605 | $3,689-29.4% | $3,262-20.1% | $4,761-45.3% |
| Participant deferral / active EE | $4,796 | $4,348+10.3% | $3,963+21.0% | $5,982-19.8% |
| Admin fee / account holder | $464 | $6,501-92.9% | $5,611-91.7% | $11,246-95.9% |