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 | $93,814 | $112,096-16.3% | $95,952-2.2% | $158,922-41.0% |
| Participation rate | 72.2% | 79.0%-6.8pp | 77.1%-4.9pp | 82.0%-9.7pp |
| Annual return | 17.39% | 171.09%-153.7pp | 91.61%-74.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,088 | $3,198-34.7% | $2,541-17.8% | $4,761-56.1% |
| Participant deferral / active EE | $4,368 | $4,784-8.7% | $4,167+4.8% | $5,982-27.0% |
| Admin fee / account holder | $397 | $10,130-96.1% | $6,795-94.2% | $11,246-96.5% |