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 | $69,260 | $133,922-48.3% | $116,228-40.4% | $142,382-51.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.85% | 147.76%-131.9pp | 90.06%-74.2pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,120 | $3,446-9.4% | $2,994+4.2% | $4,299-27.4% |
| Participant deferral / active EE | $7,199 | $5,672+26.9% | $4,953+45.3% | $6,507+10.6% |
| Admin fee / account holder | $795 | $14,945-94.7% | $11,989-93.4% | $12,624-93.7% |