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 | $55,559 | $183,963-69.8% | $162,163-65.7% | $152,861-63.7% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 20.63% | 150.76%-130.1pp | 115.59%-95.0pp | 345.32%-324.7pp |
| Employer contribution / active EE | $3,650 | $6,371-42.7% | $5,614-35.0% | $4,762-23.4% |
| Participant deferral / active EE | $7,409 | $8,034-7.8% | $7,298+1.5% | $5,850+26.7% |
| Admin fee / account holder | $1,973 | $13,121-85.0% | $10,843-81.8% | $11,596-83.0% |