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 | $95,058 | $210,648-54.9% | $177,989-46.6% | $145,922-34.9% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 13.63% | 385.86%-372.2pp | 294.48%-280.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,431 | $4,565-68.6% | $3,949-63.8% | $4,660-69.3% |
| Participant deferral / active EE | $3,158 | $6,958-54.6% | $6,276-49.7% | $6,688-52.8% |
| Admin fee / account holder | $1,294 | $12,013-89.2% | $10,363-87.5% | $13,397-90.3% |