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 | $97,421 | $198,466-50.9% | $170,442-42.8% | $147,584-34.0% |
| Participation rate | 84.6% | 88.0%-3.4pp | 83.6%+1.0pp | 82.8%+1.8pp |
| Annual return | 19.87% | 257.29%-237.4pp | 205.93%-186.1pp | 578.55%-558.7pp |
| Employer contribution / active EE | $2,014 | $6,184-67.4% | $5,433-62.9% | $4,876-58.7% |
| Participant deferral / active EE | $4,464 | $5,629-20.7% | $4,939-9.6% | $5,439-17.9% |
| Admin fee / account holder | $9,355 | $16,852-44.5% | $13,880-32.6% | $10,885-14.1% |