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 7-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 | $75,673 | $175,202-56.8% | $149,673-49.4% | $139,434-45.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 32.05% | 166.71%-134.7pp | 134.42%-102.4pp | 372.94%-340.9pp |
| Employer contribution / active EE | $4,321 | $5,474-21.1% | $4,818-10.3% | $4,751-9.0% |
| Participant deferral / active EE | $8,260 | $6,519+26.7% | $5,680+45.4% | $6,710+23.1% |
| Admin fee / account holder | $790 | $16,150-95.1% | $13,210-94.0% | $11,403-93.1% |