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 | $65,456 | $228,332-71.3% | $185,823-64.8% | $158,922-58.8% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 70.66% | 40.80%+29.9pp | 35.95%+34.7pp | 302.83%-232.2pp |
| Employer contribution / active EE | $3,340 | $4,967-32.7% | $4,087-18.3% | $4,761-29.8% |
| Participant deferral / active EE | $4,842 | $6,415-24.5% | $5,632-14.0% | $5,982-19.1% |
| Admin fee / account holder | $1,012 | $11,864-91.5% | $9,500-89.4% | $11,246-91.0% |