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 | $126,099 | $99,020+27.3% | $86,590+45.6% | $147,584-14.6% |
| Participation rate | 70.0% | 76.3%-6.3pp | 73.5%-3.5pp | 82.8%-12.8pp |
| Annual return | 10.80% | 1312.34%-1301.5pp | 964.84%-954.0pp | 578.55%-567.7pp |
| Employer contribution / active EE | $1,993 | $3,132-36.4% | $2,839-29.8% | $4,876-59.1% |
| Participant deferral / active EE | $4,567 | $3,972+15.0% | $3,609+26.6% | $5,439-16.0% |
| Admin fee / account holder | $39,152 | $5,710+585.6% | $4,906+698.1% | $10,885+259.7% |