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 | $70,118 | $171,865-59.2% | $149,718-53.2% | $147,584-52.5% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 0.00% | 2113.22%-2113.2pp | 1501.63%-1501.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,561 | $6,275-59.2% | $5,445-53.0% | $4,876-47.5% |
| Participant deferral / active EE | $4,810 | $7,271-33.8% | $6,569-26.8% | $5,439-11.6% |
| Admin fee / account holder | $397 | $13,799-97.1% | $11,283-96.5% | $10,885-96.4% |