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 | $87,680 | $209,411-58.1% | $178,490-50.9% | $158,922-44.8% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 16.22% | 188.75%-172.5pp | 151.07%-134.8pp | 302.83%-286.6pp |
| Employer contribution / active EE | $2,857 | $5,706-49.9% | $5,011-43.0% | $4,761-40.0% |
| Participant deferral / active EE | $9,402 | $5,954+57.9% | $5,202+80.8% | $5,982+57.2% |
| Admin fee / account holder | $1,740 | $17,074-89.8% | $13,984-87.6% | $11,246-84.5% |