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 4-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 | $99,088 | $150,187-34.0% | $120,354-17.7% | $145,922-32.1% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 15.64% | 154.07%-138.4pp | 107.15%-91.5pp | 561.29%-545.6pp |
| Employer contribution / active EE | $3,185 | $4,348-26.7% | $3,463-8.0% | $4,660-31.6% |
| Participant deferral / active EE | $7,908 | $6,173+28.1% | $4,991+58.4% | $6,688+18.2% |
| Admin fee / account holder | $5,668 | $12,207-53.6% | $9,423-39.8% | $13,397-57.7% |