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 | $83,309 | $176,056-52.7% | $159,436-47.7% | $167,490-50.3% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 12.60% | 331.75%-319.1pp | 263.57%-251.0pp | 478.56%-466.0pp |
| Employer contribution / active EE | $2,225 | $5,297-58.0% | $4,829-53.9% | $4,837-54.0% |
| Participant deferral / active EE | $5,986 | $7,750-22.8% | $7,352-18.6% | $6,341-5.6% |
| Admin fee / account holder | $8,579 | $12,554-31.7% | $10,799-20.6% | $12,309-30.3% |