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 | $88,430 | $198,466-55.4% | $170,442-48.1% | $147,584-40.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.67% | 257.29%-241.6pp | 205.93%-190.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,965 | $6,184-52.1% | $5,433-45.4% | $4,876-39.2% |
| Participant deferral / active EE | $5,164 | $5,629-8.3% | $4,939+4.5% | $5,439-5.1% |
| Admin fee / account holder | $1,825 | $16,852-89.2% | $13,880-86.9% | $10,885-83.2% |