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 | $81,376 | $209,411-61.1% | $178,490-54.4% | $158,922-48.8% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 133.52% | 188.75%-55.2pp | 151.07%-17.6pp | 302.83%-169.3pp |
| Employer contribution / active EE | $3,141 | $5,706-45.0% | $5,011-37.3% | $4,761-34.0% |
| Participant deferral / active EE | $11,816 | $5,954+98.4% | $5,202+127.2% | $5,982+97.5% |
| Admin fee / account holder | $452 | $17,074-97.4% | $13,984-96.8% | $11,246-96.0% |