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 10-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 | $78,145 | $144,119-45.8% | $117,854-33.7% | $147,584-47.1% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 16.49% | 531.15%-514.7pp | 335.08%-318.6pp | 578.55%-562.1pp |
| Employer contribution / active EE | $4,077 | $4,896-16.7% | $3,786+7.7% | $4,876-16.4% |
| Participant deferral / active EE | $8,243 | $5,316+55.1% | $4,482+83.9% | $5,439+51.6% |
| Admin fee / account holder | $2,587 | $10,886-76.2% | $8,020-67.7% | $10,885-76.2% |