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 | $73,773 | $107,334-31.3% | $92,893-20.6% | $152,861-51.7% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 21.78% | 145.58%-123.8pp | 109.41%-87.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,176 | $4,221-72.1% | $3,653-67.8% | $4,762-75.3% |
| Participant deferral / active EE | $7,201 | $4,845+48.6% | $4,236+70.0% | $5,850+23.1% |
| Admin fee / account holder | $508 | $7,079-92.8% | $5,794-91.2% | $11,596-95.6% |