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 | $63,257 | $209,411-69.8% | $178,490-64.6% | $158,922-60.2% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 9.01% | 188.75%-179.7pp | 151.07%-142.1pp | 302.83%-293.8pp |
| Employer contribution / active EE | $2,056 | $5,706-64.0% | $5,011-59.0% | $4,761-56.8% |
| Participant deferral / active EE | $5,027 | $5,954-15.6% | $5,202-3.4% | $5,982-16.0% |
| Admin fee / account holder | $559 | $17,074-96.7% | $13,984-96.0% | $11,246-95.0% |