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 | $71,898 | $159,901-55.0% | $146,958-51.1% | $145,922-50.7% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 17.71% | 98.13%-80.4pp | 418.34%-400.6pp | 561.29%-543.6pp |
| Employer contribution / active EE | $4,037 | $5,286-23.6% | $4,933-18.2% | $4,660-13.4% |
| Participant deferral / active EE | $11,316 | $8,428+34.3% | $8,070+40.2% | $6,688+69.2% |
| Admin fee / account holder | $618 | $15,044-95.9% | $12,998-95.2% | $13,397-95.4% |