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 | $84,573 | $126,574-33.2% | $106,213-20.4% | $145,922-42.0% |
| Participation rate | 77.8% | 77.6%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 15.94% | 224.79%-208.8pp | 116.14%-100.2pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,037 | $3,730-45.4% | $3,171-35.8% | $4,660-56.3% |
| Participant deferral / active EE | $3,034 | $5,724-47.0% | $5,016-39.5% | $6,688-54.6% |
| Admin fee / account holder | $1,279 | $17,304-92.6% | $11,033-88.4% | $13,397-90.5% |