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 | $64,466 | $165,984-61.2% | $164,813-60.9% | $145,922-55.8% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.1pp |
| Annual return | 13.30% | 100.03%-86.7pp | 69.93%-56.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $7,488 | $5,273+42.0% | $4,341+72.5% | $4,660+60.7% |
| Participant deferral / active EE | $6,979 | $6,959+0.3% | $6,031+15.7% | $6,688+4.4% |
| Admin fee / account holder | $1,759 | $16,648-89.4% | $12,690-86.1% | $13,397-86.9% |