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 | $70,531 | $102,966-31.5% | $90,281-21.9% | $152,861-53.9% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 22.85% | 95.16%-72.3pp | 78.10%-55.3pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,070 | $3,139-34.0% | $2,854-27.5% | $4,762-56.5% |
| Participant deferral / active EE | $7,872 | $4,281+83.9% | $3,885+102.6% | $5,850+34.6% |
| Admin fee / account holder | $910 | $6,171-85.3% | $5,351-83.0% | $11,596-92.2% |