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 | $80,581 | $209,411-61.5% | $178,490-54.9% | $158,922-49.3% |
| Participation rate | 95.7% | 86.3%+9.3pp | 81.9%+13.7pp | 82.0%+13.7pp |
| Annual return | 15.51% | 188.75%-173.2pp | 151.07%-135.6pp | 302.83%-287.3pp |
| Employer contribution / active EE | $4,747 | $5,706-16.8% | $5,011-5.3% | $4,761-0.3% |
| Participant deferral / active EE | $3,821 | $5,954-35.8% | $5,202-26.5% | $5,982-36.1% |
| Admin fee / account holder | $660 | $17,074-96.1% | $13,984-95.3% | $11,246-94.1% |