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 | $89,056 | $159,901-44.3% | $146,958-39.4% | $145,922-39.0% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 12.22% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,197 | $5,286-39.5% | $4,933-35.2% | $4,660-31.4% |
| Participant deferral / active EE | $7,169 | $8,428-14.9% | $8,070-11.2% | $6,688+7.2% |
| Admin fee / account holder | $45,287 | $15,044+201.0% | $12,998+248.4% | $13,397+238.0% |