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 | $88,457 | $209,411-57.8% | $178,490-50.4% | $158,922-44.3% |
| Participation rate | 78.6% | 86.3%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 9.92% | 188.75%-178.8pp | 151.07%-141.2pp | 302.83%-292.9pp |
| Employer contribution / active EE | $4,313 | $5,706-24.4% | $5,011-13.9% | $4,761-9.4% |
| Participant deferral / active EE | $6,198 | $5,954+4.1% | $5,202+19.2% | $5,982+3.6% |
| Admin fee / account holder | $5,883 | $17,074-65.5% | $13,984-57.9% | $11,246-47.7% |