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 | $108,165 | $165,984-34.8% | $164,813-34.4% | $145,922-25.9% |
| Participation rate | 82.4% | 82.0%+0.4pp | 78.6%+3.7pp | 80.3%+2.1pp |
| Annual return | 9.18% | 100.03%-90.9pp | 69.93%-60.7pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,754 | $5,273-66.7% | $4,341-59.6% | $4,660-62.4% |
| Participant deferral / active EE | $4,725 | $6,959-32.1% | $6,031-21.7% | $6,688-29.3% |
| Admin fee / account holder | $3,815 | $16,648-77.1% | $12,690-69.9% | $13,397-71.5% |