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 10-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 | $70,937 | $148,534-52.2% | $135,903-47.8% | $139,434-49.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.04% | 79.19%-51.1pp | 68.23%-40.2pp | 372.94%-344.9pp |
| Employer contribution / active EE | $7,443 | $5,243+42.0% | $4,856+53.3% | $4,751+56.7% |
| Participant deferral / active EE | $5,581 | $8,100-31.1% | $7,758-28.1% | $6,710-16.8% |
| Admin fee / account holder | $431 | $12,400-96.5% | $10,762-96.0% | $11,403-96.2% |