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 | $103,573 | $144,119-28.1% | $117,854-12.1% | $147,584-29.8% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 16.07% | 531.15%-515.1pp | 335.08%-319.0pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,226 | $4,896-75.0% | $3,786-67.6% | $4,876-74.9% |
| Participant deferral / active EE | $4,280 | $5,316-19.5% | $4,482-4.5% | $5,439-21.3% |
| Admin fee / account holder | $2,279 | $10,886-79.1% | $8,020-71.6% | $10,885-79.1% |