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 9-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 | $87,836 | $137,414-36.1% | $189,513-53.7% | $85,850+2.3% |
| Participation rate | 91.4% | 84.6%+6.8pp | 87.8%+3.6pp | 69.3%+22.1pp |
| Annual return | 20.07% | 38.14%-18.1pp | 555.15%-535.1pp | 318.53%-298.5pp |
| Employer contribution / active EE | $5,854 | $4,344+34.7% | $6,162-5.0% | $2,565+128.2% |
| Participant deferral / active EE | $11,261 | $6,260+79.9% | $8,221+37.0% | $3,952+185.0% |
| Admin fee / account holder | $447 | $8,630-94.8% | $12,045-96.3% | $6,260-92.9% |