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 | $74,310 | $148,534-50.0% | $135,903-45.3% | $139,434-46.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 15.15% | 79.19%-64.0pp | 68.23%-53.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,526 | $5,243-51.8% | $4,856-48.0% | $4,751-46.8% |
| Participant deferral / active EE | $7,588 | $8,100-6.3% | $7,758-2.2% | $6,710+13.1% |
| Admin fee / account holder | $394 | $12,400-96.8% | $10,762-96.3% | $11,403-96.5% |