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 | $78,841 | $202,318-61.0% | $172,739-54.4% | $152,861-48.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.95% | 1029.65%-1014.7pp | 802.84%-787.9pp | 345.32%-330.4pp |
| Employer contribution / active EE | $1,693 | $5,856-71.1% | $5,143-67.1% | $4,762-64.4% |
| Participant deferral / active EE | $5,679 | $5,948-4.5% | $5,198+9.3% | $5,850-2.9% |
| Admin fee / account holder | $1,328 | $17,109-92.2% | $13,954-90.5% | $11,596-88.5% |