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 6-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 | $74,031 | $159,901-53.7% | $146,958-49.6% | $145,922-49.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 13.95% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,949 | $5,286-63.1% | $4,933-60.5% | $4,660-58.2% |
| Participant deferral / active EE | $10,698 | $8,428+26.9% | $8,070+32.6% | $6,688+60.0% |
| Admin fee / account holder | $414 | $15,044-97.2% | $12,998-96.8% | $13,397-96.9% |