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 | $81,028 | $159,602-49.2% | $150,045-46.0% | $142,382-43.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 16.12% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,170 | $4,961-56.2% | $4,693-53.8% | $4,299-49.5% |
| Participant deferral / active EE | $5,078 | $8,310-38.9% | $7,997-36.5% | $6,507-22.0% |
| Admin fee / account holder | $2,513 | $14,846-83.1% | $13,435-81.3% | $12,624-80.1% |