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 | $59,176 | $68,346-13.4% | $94,646-37.5% | $75,163-21.3% |
| Participation rate | 90.2% | 76.1%+14.1pp | 80.8%+9.4pp | 67.2%+23.1pp |
| Annual return | 17.88% | 616.93%-599.0pp | 156.71%-138.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $3,407 | $2,701+26.1% | $3,672-7.2% | $2,670+27.6% |
| Participant deferral / active EE | $7,095 | $6,537+8.5% | $7,418-4.4% | $4,125+72.0% |
| Admin fee / account holder | $1,574 | $5,326-70.4% | $7,231-78.2% | $5,651-72.1% |