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 | $92,706 | $217,402-57.4% | $185,823-50.1% | $167,490-44.6% |
| Participation rate | 95.0% | 86.0%+9.0pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 8.96% | 148.36%-139.4pp | 122.05%-113.1pp | 478.56%-469.6pp |
| Employer contribution / active EE | $1,839 | $5,873-68.7% | $5,167-64.4% | $4,837-62.0% |
| Participant deferral / active EE | $2,778 | $6,356-56.3% | $5,568-50.1% | $6,341-56.2% |
| Admin fee / account holder | $1,772 | $19,811-91.1% | $16,237-89.1% | $12,309-85.6% |