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 | $96,779 | $165,984-41.7% | $164,813-41.3% | $145,922-33.7% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.5pp |
| Annual return | 73.12% | 100.03%-26.9pp | 69.93%+3.2pp | 561.29%-488.2pp |
| Employer contribution / active EE | $3,099 | $5,273-41.2% | $4,341-28.6% | $4,660-33.5% |
| Participant deferral / active EE | $5,722 | $6,959-17.8% | $6,031-5.1% | $6,688-14.4% |
| Admin fee / account holder | $462 | $16,648-97.2% | $12,690-96.4% | $13,397-96.6% |