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 | $64,167 | $165,984-61.3% | $164,813-61.1% | $145,922-56.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 12.62% | 100.03%-87.4pp | 69.93%-57.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,752 | $5,273-47.8% | $4,341-36.6% | $4,660-40.9% |
| Participant deferral / active EE | $8,701 | $6,959+25.0% | $6,031+44.3% | $6,688+30.1% |
| Admin fee / account holder | $392 | $16,648-97.6% | $12,690-96.9% | $13,397-97.1% |