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 8-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 | $86,085 | $183,519-53.1% | $155,509-44.6% | $145,922-41.0% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 9.95% | 61.17%-51.2pp | 64.67%-54.7pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,642 | $5,313-69.1% | $4,672-64.9% | $4,660-64.8% |
| Participant deferral / active EE | $2,506 | $6,462-61.2% | $5,626-55.5% | $6,688-62.5% |
| Admin fee / account holder | $5,363 | $19,313-72.2% | $15,912-66.3% | $13,397-60.0% |