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 | $92,978 | $210,648-55.9% | $177,989-47.8% | $145,922-36.3% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 12.41% | 385.86%-373.4pp | 294.48%-282.1pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,550 | $4,565-44.1% | $3,949-35.4% | $4,660-45.3% |
| Participant deferral / active EE | $3,181 | $6,958-54.3% | $6,276-49.3% | $6,688-52.4% |
| Admin fee / account holder | $822 | $12,013-93.2% | $10,363-92.1% | $13,397-93.9% |