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 | $76,403 | $169,032-54.8% | $129,207-40.9% | $145,922-47.6% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.6%+1.8pp | 80.3%-8.8pp |
| Annual return | 19.10% | 14330.11%-14311.0pp | 9417.33%-9398.2pp | 561.29%-542.2pp |
| Employer contribution / active EE | $2,769 | $5,537-50.0% | $4,153-33.3% | $4,660-40.6% |
| Participant deferral / active EE | $6,448 | $4,987+29.3% | $4,168+54.7% | $6,688-3.6% |
| Admin fee / account holder | $5,511 | $9,954-44.6% | $7,715-28.6% | $13,397-58.9% |