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 | $95,611 | $183,963-48.0% | $162,163-41.0% | $152,861-37.5% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.6%+0.7pp | 82.4%+5.8pp |
| Annual return | 23.39% | 150.76%-127.4pp | 115.59%-92.2pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,840 | $6,371-71.1% | $5,614-67.2% | $4,762-61.4% |
| Participant deferral / active EE | $3,824 | $8,034-52.4% | $7,298-47.6% | $5,850-34.6% |
| Admin fee / account holder | $16,016 | $13,121+22.1% | $10,843+47.7% | $11,596+38.1% |