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 9-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 | $56,527 | $209,411-73.0% | $178,490-68.3% | $158,922-64.4% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 69.62% | 188.75%-119.1pp | 151.07%-81.5pp | 302.83%-233.2pp |
| Employer contribution / active EE | $2,947 | $5,706-48.4% | $5,011-41.2% | $4,761-38.1% |
| Participant deferral / active EE | $7,068 | $5,954+18.7% | $5,202+35.9% | $5,982+18.2% |
| Admin fee / account holder | $1,106 | $17,074-93.5% | $13,984-92.1% | $11,246-90.2% |