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 | $109,273 | $226,064-51.7% | $182,532-40.1% | $152,861-28.5% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 24.98% | 192.51%-167.5pp | 148.54%-123.6pp | 345.32%-320.3pp |
| Employer contribution / active EE | $13,346 | $4,978+168.1% | $4,076+227.4% | $4,762+180.2% |
| Participant deferral / active EE | $5,749 | $6,368-9.7% | $5,524+4.1% | $5,850-1.7% |
| Admin fee / account holder | $1,815 | $10,703-83.0% | $8,592-78.9% | $11,596-84.3% |