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 | $60,315 | $183,519-67.1% | $155,509-61.2% | $145,922-58.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 35.18% | 61.17%-26.0pp | 64.67%-29.5pp | 561.29%-526.1pp |
| Employer contribution / active EE | $7,133 | $5,313+34.3% | $4,672+52.7% | $4,660+53.1% |
| Participant deferral / active EE | $3,833 | $6,462-40.7% | $5,626-31.9% | $6,688-42.7% |
| Admin fee / account holder | $893 | $19,313-95.4% | $15,912-94.4% | $13,397-93.3% |