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 | $68,515 | $169,032-59.5% | $129,207-47.0% | $145,922-53.0% |
| Participation rate | 90.5% | 76.4%+14.0pp | 69.6%+20.9pp | 80.3%+10.2pp |
| Annual return | 15.94% | 14330.11%-14314.2pp | 9417.33%-9401.4pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,789 | $5,537-49.6% | $4,153-32.8% | $4,660-40.1% |
| Participant deferral / active EE | $7,051 | $4,987+41.4% | $4,168+69.2% | $6,688+5.4% |
| Admin fee / account holder | $2,758 | $9,954-72.3% | $7,715-64.3% | $13,397-79.4% |