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 | $96,726 | $183,963-47.4% | $162,163-40.4% | $152,861-36.7% |
| Participation rate | 76.5% | 88.5%-12.0pp | 87.6%-11.1pp | 82.4%-6.0pp |
| Annual return | 22.95% | 150.76%-127.8pp | 115.59%-92.6pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,663 | $6,371-58.2% | $5,614-52.6% | $4,762-44.1% |
| Participant deferral / active EE | $3,248 | $8,034-59.6% | $7,298-55.5% | $5,850-44.5% |
| Admin fee / account holder | $3,056 | $13,121-76.7% | $10,843-71.8% | $11,596-73.6% |