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 | $80,005 | $159,901-50.0% | $146,958-45.6% | $145,922-45.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 12.38% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $4,307 | $5,286-18.5% | $4,933-12.7% | $4,660-7.6% |
| Participant deferral / active EE | $7,900 | $8,428-6.3% | $8,070-2.1% | $6,688+18.1% |
| Admin fee / account holder | $17,684 | $15,044+17.5% | $12,998+36.0% | $13,397+32.0% |