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 | $90,128 | $209,411-57.0% | $178,490-49.5% | $158,922-43.3% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 20.77% | 188.75%-168.0pp | 151.07%-130.3pp | 302.83%-282.1pp |
| Employer contribution / active EE | $1,393 | $5,706-75.6% | $5,011-72.2% | $4,761-70.7% |
| Participant deferral / active EE | $4,429 | $5,954-25.6% | $5,202-14.8% | $5,982-26.0% |
| Admin fee / account holder | $902 | $17,074-94.7% | $13,984-93.5% | $11,246-92.0% |