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 | $80,050 | $159,602-49.8% | $150,045-46.6% | $142,382-43.8% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.3%-11.7pp | 80.1%-9.5pp |
| Annual return | 13.43% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,141 | $4,961-56.8% | $4,693-54.4% | $4,299-50.2% |
| Participant deferral / active EE | $6,950 | $8,310-16.4% | $7,997-13.1% | $6,507+6.8% |
| Admin fee / account holder | $848 | $14,846-94.3% | $13,435-93.7% | $12,624-93.3% |