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 5-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 | $76,526 | $159,901-52.1% | $146,958-47.9% | $145,922-47.6% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.2%-3.0pp | 80.3%-1.1pp |
| Annual return | 12.07% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,670 | $5,286-30.6% | $4,933-25.6% | $4,660-21.2% |
| Participant deferral / active EE | $6,963 | $8,428-17.4% | $8,070-13.7% | $6,688+4.1% |
| Admin fee / account holder | $873 | $15,044-94.2% | $12,998-93.3% | $13,397-93.5% |