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 | $68,013 | $133,922-49.2% | $116,228-41.5% | $142,382-52.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 12.63% | 147.76%-135.1pp | 90.06%-77.4pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,360 | $3,446-31.5% | $2,994-21.2% | $4,299-45.1% |
| Participant deferral / active EE | $6,825 | $5,672+20.3% | $4,953+37.8% | $6,507+4.9% |
| Admin fee / account holder | $2,995 | $14,945-80.0% | $11,989-75.0% | $12,624-76.3% |