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 7-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 | $71,401 | $176,056-59.4% | $159,436-55.2% | $167,490-57.4% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 23.53% | 331.75%-308.2pp | 263.57%-240.0pp | 478.56%-455.0pp |
| Employer contribution / active EE | $7,925 | $5,297+49.6% | $4,829+64.1% | $4,837+63.8% |
| Participant deferral / active EE | $12,391 | $7,750+59.9% | $7,352+68.5% | $6,341+95.4% |
| Admin fee / account holder | $426 | $12,554-96.6% | $10,799-96.1% | $12,309-96.5% |