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 | $122,589 | $217,402-43.6% | $185,823-34.0% | $167,490-26.8% |
| Participation rate | 86.7% | 86.0%+0.6pp | 81.7%+5.0pp | 82.1%+4.6pp |
| Annual return | 12.36% | 148.36%-136.0pp | 122.05%-109.7pp | 478.56%-466.2pp |
| Employer contribution / active EE | $4,161 | $5,873-29.1% | $5,167-19.5% | $4,837-14.0% |
| Participant deferral / active EE | $3,467 | $6,356-45.5% | $5,568-37.7% | $6,341-45.3% |
| Admin fee / account holder | $1,772 | $19,811-91.1% | $16,237-89.1% | $12,309-85.6% |