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 | $73,406 | $150,187-51.1% | $120,354-39.0% | $145,922-49.7% |
| Participation rate | 95.8% | 78.8%+17.1pp | 71.9%+23.9pp | 80.3%+15.6pp |
| Annual return | 13.84% | 154.07%-140.2pp | 107.15%-93.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,562 | $4,348-41.1% | $3,463-26.0% | $4,660-45.0% |
| Participant deferral / active EE | $5,571 | $6,173-9.7% | $4,991+11.6% | $6,688-16.7% |
| Admin fee / account holder | $2,042 | $12,207-83.3% | $9,423-78.3% | $13,397-84.8% |