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 7-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 | $85,021 | $109,982-22.7% | $97,226-12.6% | $145,922-41.7% |
| Participation rate | 88.9% | 75.9%+12.9pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 11.34% | 242.90%-231.6pp | 75.13%-63.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,702 | $3,084-12.4% | $2,729-1.0% | $4,660-42.0% |
| Participant deferral / active EE | $7,736 | $4,676+65.4% | $4,264+81.4% | $6,688+15.7% |
| Admin fee / account holder | $596 | $6,221-90.4% | $5,654-89.5% | $13,397-95.6% |