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 10-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 | $72,369 | $183,963-60.7% | $162,163-55.4% | $152,861-52.7% |
| Participation rate | 89.5% | 88.5%+1.0pp | 87.6%+1.9pp | 82.4%+7.0pp |
| Annual return | 22.11% | 150.76%-128.6pp | 115.59%-93.5pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,766 | $6,371-72.3% | $5,614-68.5% | $4,762-62.9% |
| Participant deferral / active EE | $3,990 | $8,034-50.3% | $7,298-45.3% | $5,850-31.8% |
| Admin fee / account holder | $704 | $13,121-94.6% | $10,843-93.5% | $11,596-93.9% |