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 | $63,134 | $197,591-68.0% | $177,821-64.5% | $158,922-60.3% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.7%+8.1pp | 82.0%+13.9pp |
| Annual return | 46.13% | 58.76%-12.6pp | 48.32%-2.2pp | 302.83%-256.7pp |
| Employer contribution / active EE | $3,023 | $6,697-54.9% | $5,918-48.9% | $4,761-36.5% |
| Participant deferral / active EE | $7,803 | $8,405-7.2% | $7,714+1.2% | $5,982+30.4% |
| Admin fee / account holder | $909 | $15,399-94.1% | $12,427-92.7% | $11,246-91.9% |