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 | $83,374 | $209,832-60.3% | $189,513-56.0% | $167,490-50.2% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 21.17% | 748.27%-727.1pp | 555.15%-534.0pp | 478.56%-457.4pp |
| Employer contribution / active EE | $2,120 | $6,914-69.3% | $6,162-65.6% | $4,837-56.2% |
| Participant deferral / active EE | $5,676 | $8,935-36.5% | $8,221-31.0% | $6,341-10.5% |
| Admin fee / account holder | $4,168 | $14,293-70.8% | $12,045-65.4% | $12,309-66.1% |