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 | $81,632 | $159,901-48.9% | $146,958-44.5% | $145,922-44.1% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 14.98% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $5,043 | $5,286-4.6% | $4,933+2.2% | $4,660+8.2% |
| Participant deferral / active EE | $12,842 | $8,428+52.4% | $8,070+59.1% | $6,688+92.0% |
| Admin fee / account holder | $15,716 | $15,044+4.5% | $12,998+20.9% | $13,397+17.3% |