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 6-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 | $85,844 | $210,648-59.2% | $177,989-51.8% | $145,922-41.2% |
| Participation rate | 93.3% | 80.8%+12.6pp | 77.1%+16.2pp | 80.3%+13.1pp |
| Annual return | 18.40% | 385.86%-367.5pp | 294.48%-276.1pp | 561.29%-542.9pp |
| Employer contribution / active EE | $11,930 | $4,565+161.4% | $3,949+202.1% | $4,660+156.0% |
| Participant deferral / active EE | $14,602 | $6,958+109.9% | $6,276+132.7% | $6,688+118.3% |
| Admin fee / account holder | $438 | $12,013-96.4% | $10,363-95.8% | $13,397-96.7% |