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 | $65,668 | $112,096-41.4% | $95,952-31.6% | $158,922-58.7% |
| Participation rate | 88.2% | 79.0%+9.3pp | 77.1%+11.2pp | 82.0%+6.3pp |
| Annual return | 13.12% | 171.09%-158.0pp | 91.61%-78.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,162 | $3,198-63.7% | $2,541-54.3% | $4,761-75.6% |
| Participant deferral / active EE | $3,420 | $4,784-28.5% | $4,167-17.9% | $5,982-42.8% |
| Admin fee / account holder | $2,646 | $10,130-73.9% | $6,795-61.1% | $11,246-76.5% |