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 | $94,195 | $148,534-36.6% | $135,903-30.7% | $139,434-32.4% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 16.97% | 79.19%-62.2pp | 68.23%-51.3pp | 372.94%-356.0pp |
| Employer contribution / active EE | $4,622 | $5,243-11.8% | $4,856-4.8% | $4,751-2.7% |
| Participant deferral / active EE | $14,439 | $8,100+78.3% | $7,758+86.1% | $6,710+115.2% |
| Admin fee / account holder | $648 | $12,400-94.8% | $10,762-94.0% | $11,403-94.3% |