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 | $121,932 | $209,832-41.9% | $189,513-35.7% | $167,490-27.2% |
| Participation rate | 94.1% | 88.7%+5.5pp | 87.8%+6.3pp | 82.1%+12.0pp |
| Annual return | 17.65% | 748.27%-730.6pp | 555.15%-537.5pp | 478.56%-460.9pp |
| Employer contribution / active EE | $4,056 | $6,914-41.3% | $6,162-34.2% | $4,837-16.2% |
| Participant deferral / active EE | $9,495 | $8,935+6.3% | $8,221+15.5% | $6,341+49.7% |
| Admin fee / account holder | $1,801 | $14,293-87.4% | $12,045-85.0% | $12,309-85.4% |