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 | $82,010 | $209,411-60.8% | $178,490-54.1% | $158,922-48.4% |
| Participation rate | 76.9% | 86.3%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 17.34% | 188.75%-171.4pp | 151.07%-133.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,916 | $5,706-66.4% | $5,011-61.8% | $4,761-59.8% |
| Participant deferral / active EE | $3,864 | $5,954-35.1% | $5,202-25.7% | $5,982-35.4% |
| Admin fee / account holder | $507 | $17,074-97.0% | $13,984-96.4% | $11,246-95.5% |