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 | $72,497 | $183,519-60.5% | $155,509-53.4% | $145,922-50.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.81% | 61.17%-51.4pp | 64.67%-54.9pp | 561.29%-551.5pp |
| Employer contribution / active EE | $7,748 | $5,313+45.8% | $4,672+65.8% | $4,660+66.3% |
| Participant deferral / active EE | $5,027 | $6,462-22.2% | $5,626-10.6% | $6,688-24.8% |
| Admin fee / account holder | $636 | $19,313-96.7% | $15,912-96.0% | $13,397-95.3% |