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 8-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 | $87,210 | $159,901-45.5% | $146,958-40.7% | $145,922-40.2% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 13.53% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,644 | $5,286-31.1% | $4,933-26.1% | $4,660-21.8% |
| Participant deferral / active EE | $5,041 | $8,428-40.2% | $8,070-37.5% | $6,688-24.6% |
| Admin fee / account holder | $1,327 | $15,044-91.2% | $12,998-89.8% | $13,397-90.1% |