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 | $80,200 | $169,032-52.6% | $129,207-37.9% | $145,922-45.0% |
| Participation rate | 90.9% | 76.4%+14.5pp | 69.6%+21.3pp | 80.3%+10.6pp |
| Annual return | 13.36% | 14330.11%-14316.8pp | 9417.33%-9404.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $6,255 | $5,537+13.0% | $4,153+50.6% | $4,660+34.2% |
| Participant deferral / active EE | $7,065 | $4,987+41.7% | $4,168+69.5% | $6,688+5.6% |
| Admin fee / account holder | $582 | $9,954-94.2% | $7,715-92.5% | $13,397-95.7% |