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 | $76,013 | $209,411-63.7% | $178,490-57.4% | $158,922-52.2% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 14.87% | 188.75%-173.9pp | 151.07%-136.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $12,762 | $5,706+123.6% | $5,011+154.7% | $4,761+168.0% |
| Participant deferral / active EE | $7,380 | $5,954+24.0% | $5,202+41.9% | $5,982+23.4% |
| Admin fee / account holder | $2,516 | $17,074-85.3% | $13,984-82.0% | $11,246-77.6% |