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 | $73,819 | $111,724-33.9% | $93,606-21.1% | $145,922-49.4% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 16.27% | 202.98%-186.7pp | 133.20%-116.9pp | 561.29%-545.0pp |
| Employer contribution / active EE | $4,557 | $3,090+47.5% | $2,420+88.3% | $4,660-2.2% |
| Participant deferral / active EE | $4,432 | $4,912-9.8% | $4,411+0.5% | $6,688-33.7% |
| Admin fee / account holder | $2,402 | $10,250-76.6% | $8,285-71.0% | $13,397-82.1% |