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 | $85,453 | $159,901-46.6% | $146,958-41.9% | $145,922-41.4% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 22.93% | 98.13%-75.2pp | 418.34%-395.4pp | 561.29%-538.4pp |
| Employer contribution / active EE | $2,269 | $5,286-57.1% | $4,933-54.0% | $4,660-51.3% |
| Participant deferral / active EE | $9,331 | $8,428+10.7% | $8,070+15.6% | $6,688+39.5% |
| Admin fee / account holder | $310 | $15,044-97.9% | $12,998-97.6% | $13,397-97.7% |