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 | $108,242 | $176,056-38.5% | $159,436-32.1% | $167,490-35.4% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 17.86% | 331.75%-313.9pp | 263.57%-245.7pp | 478.56%-460.7pp |
| Employer contribution / active EE | $4,756 | $5,297-10.2% | $4,829-1.5% | $4,837-1.7% |
| Participant deferral / active EE | $12,071 | $7,750+55.8% | $7,352+64.2% | $6,341+90.4% |
| Admin fee / account holder | $1,357 | $12,554-89.2% | $10,799-87.4% | $12,309-89.0% |