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 | $70,666 | $176,056-59.9% | $159,436-55.7% | $167,490-57.8% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 11.41% | 331.75%-320.3pp | 263.57%-252.2pp | 478.56%-467.1pp |
| Employer contribution / active EE | $1,472 | $5,297-72.2% | $4,829-69.5% | $4,837-69.6% |
| Participant deferral / active EE | $4,925 | $7,750-36.5% | $7,352-33.0% | $6,341-22.3% |
| Admin fee / account holder | $536 | $12,554-95.7% | $10,799-95.0% | $12,309-95.6% |