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 | $73,782 | $159,901-53.9% | $146,958-49.8% | $145,922-49.4% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 16.72% | 98.13%-81.4pp | 418.34%-401.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $2,696 | $5,286-49.0% | $4,933-45.3% | $4,660-42.1% |
| Participant deferral / active EE | $7,263 | $8,428-13.8% | $8,070-10.0% | $6,688+8.6% |
| Admin fee / account holder | $1,061 | $15,044-92.9% | $12,998-91.8% | $13,397-92.1% |