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 | $84,985 | $209,832-59.5% | $189,513-55.2% | $167,490-49.3% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 21.73% | 748.27%-726.5pp | 555.15%-533.4pp | 478.56%-456.8pp |
| Employer contribution / active EE | $4,190 | $6,914-39.4% | $6,162-32.0% | $4,837-13.4% |
| Participant deferral / active EE | $6,878 | $8,935-23.0% | $8,221-16.3% | $6,341+8.5% |
| Admin fee / account holder | $6,586 | $14,293-53.9% | $12,045-45.3% | $12,309-46.5% |