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 10-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 | $69,215 | $175,202-60.5% | $149,673-53.8% | $139,434-50.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 26.14% | 166.71%-140.6pp | 134.42%-108.3pp | 372.94%-346.8pp |
| Employer contribution / active EE | $4,072 | $5,474-25.6% | $4,818-15.5% | $4,751-14.3% |
| Participant deferral / active EE | $8,416 | $6,519+29.1% | $5,680+48.2% | $6,710+25.4% |
| Admin fee / account holder | $914 | $16,150-94.3% | $13,210-93.1% | $11,403-92.0% |