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 | $97,987 | $144,119-32.0% | $117,854-16.9% | $147,584-33.6% |
| Participation rate | 70.6% | 83.4%-12.8pp | 79.7%-9.1pp | 82.8%-12.2pp |
| Annual return | 18.44% | 531.15%-512.7pp | 335.08%-316.6pp | 578.55%-560.1pp |
| Employer contribution / active EE | $2,200 | $4,896-55.1% | $3,786-41.9% | $4,876-54.9% |
| Participant deferral / active EE | $4,007 | $5,316-24.6% | $4,482-10.6% | $5,439-26.3% |
| Admin fee / account holder | $1,444 | $10,886-86.7% | $8,020-82.0% | $10,885-86.7% |