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 | $93,885 | $165,984-43.4% | $164,813-43.0% | $145,922-35.7% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.2pp |
| Annual return | 9.76% | 100.03%-90.3pp | 69.93%-60.2pp | 561.29%-551.5pp |
| Employer contribution / active EE | $4,883 | $5,273-7.4% | $4,341+12.5% | $4,660+4.8% |
| Participant deferral / active EE | $4,667 | $6,959-32.9% | $6,031-22.6% | $6,688-30.2% |
| Admin fee / account holder | $1,614 | $16,648-90.3% | $12,690-87.3% | $13,397-88.0% |