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 | $84,157 | $148,534-43.3% | $135,903-38.1% | $139,434-39.6% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 12.88% | 79.19%-66.3pp | 68.23%-55.3pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,589 | $5,243-69.7% | $4,856-67.3% | $4,751-66.6% |
| Participant deferral / active EE | $4,506 | $8,100-44.4% | $7,758-41.9% | $6,710-32.8% |
| Admin fee / account holder | $636 | $12,400-94.9% | $10,762-94.1% | $11,403-94.4% |