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 | $70,825 | $107,934-34.4% | $91,989-23.0% | $152,861-53.7% |
| Participation rate | 89.5% | 81.2%+8.3pp | 78.6%+10.8pp | 82.4%+7.0pp |
| Annual return | 25.41% | 89.24%-63.8pp | 69.02%-43.6pp | 345.32%-319.9pp |
| Employer contribution / active EE | $3,795 | $4,210-9.8% | $3,452+9.9% | $4,762-20.3% |
| Participant deferral / active EE | $7,926 | $6,364+24.5% | $5,923+33.8% | $5,850+35.5% |
| Admin fee / account holder | $361 | $10,520-96.6% | $7,743-95.3% | $11,596-96.9% |