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 | $82,305 | $165,335-50.2% | $149,696-45.0% | $158,922-48.2% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 14.58% | 348.15%-333.6pp | 276.60%-262.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,998 | $5,103-60.8% | $4,644-57.0% | $4,761-58.0% |
| Participant deferral / active EE | $4,726 | $7,181-34.2% | $6,842-30.9% | $5,982-21.0% |
| Admin fee / account holder | $8,018 | $10,807-25.8% | $9,309-13.9% | $11,246-28.7% |