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 | $87,441 | $135,635-35.5% | $110,238-20.7% | $135,375-35.4% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | 10.77% | 513.19%-502.4pp | 314.74%-304.0pp | 519.73%-509.0pp |
| Employer contribution / active EE | $5,260 | $4,906+7.2% | $3,826+37.5% | $4,779+10.1% |
| Participant deferral / active EE | $1,984 | $5,506-64.0% | $4,672-57.5% | $5,609-64.6% |
| Admin fee / account holder | $3,973 | $11,457-65.3% | $8,547-53.5% | $10,827-63.3% |