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 3-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 | $70,191 | $74,888-6.3% | $71,209-1.4% | $142,382-50.7% |
| Participation rate | 89.5% | 76.2%+13.2pp | 73.8%+15.7pp | 80.1%+9.4pp |
| Annual return | 16.11% | 345.14%-329.0pp | 282.51%-266.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,421 | $2,854+19.9% | $2,721+25.7% | $4,299-20.4% |
| Participant deferral / active EE | $8,119 | $4,454+82.3% | $4,175+94.4% | $6,507+24.8% |
| Admin fee / account holder | $1,322 | $5,568-76.3% | $5,349-75.3% | $12,624-89.5% |