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 | $87,446 | $109,327-20.0% | $89,391-2.2% | $158,922-45.0% |
| Participation rate | 95.5% | 74.3%+21.2pp | 68.0%+27.5pp | 82.0%+13.5pp |
| Annual return | 13.58% | 345.68%-332.1pp | 245.62%-232.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,492 | $3,170-52.9% | $2,586-42.3% | $4,761-68.7% |
| Participant deferral / active EE | $4,582 | $4,598-0.4% | $3,890+17.8% | $5,982-23.4% |
| Admin fee / account holder | $5,315 | $6,153-13.6% | $4,881+8.9% | $11,246-52.7% |