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 7-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 | $69,086 | $148,534-53.5% | $135,903-49.2% | $139,434-50.5% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 16.97% | 79.19%-62.2pp | 68.23%-51.3pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,488 | $5,243-52.5% | $4,856-48.8% | $4,751-47.6% |
| Participant deferral / active EE | $5,232 | $8,100-35.4% | $7,758-32.6% | $6,710-22.0% |
| Admin fee / account holder | $843 | $12,400-93.2% | $10,762-92.2% | $11,403-92.6% |