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 | $65,838 | $175,202-62.4% | $149,673-56.0% | $139,434-52.8% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 22.71% | 166.71%-144.0pp | 134.42%-111.7pp | 372.94%-350.2pp |
| Employer contribution / active EE | $3,485 | $5,474-36.3% | $4,818-27.7% | $4,751-26.6% |
| Participant deferral / active EE | $5,503 | $6,519-15.6% | $5,680-3.1% | $6,710-18.0% |
| Admin fee / account holder | $2,877 | $16,150-82.2% | $13,210-78.2% | $11,403-74.8% |