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 | $101,171 | $169,032-40.1% | $129,207-21.7% | $145,922-30.7% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.6%+1.8pp | 80.3%-8.8pp |
| Annual return | 8.73% | 14330.11%-14321.4pp | 9417.33%-9408.6pp | 561.29%-552.6pp |
| Employer contribution / active EE | $2,648 | $5,537-52.2% | $4,153-36.2% | $4,660-43.2% |
| Participant deferral / active EE | $5,063 | $4,987+1.5% | $4,168+21.5% | $6,688-24.3% |
| Admin fee / account holder | $1,549 | $9,954-84.4% | $7,715-79.9% | $13,397-88.4% |