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 | $84,151 | $159,602-47.3% | $150,045-43.9% | $142,382-40.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 12.93% | 70.24%-57.3pp | 62.55%-49.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $5,116 | $4,961+3.1% | $4,693+9.0% | $4,299+19.0% |
| Participant deferral / active EE | $13,618 | $8,310+63.9% | $7,997+70.3% | $6,507+109.3% |
| Admin fee / account holder | $32,136 | $14,846+116.5% | $13,435+139.2% | $12,624+154.6% |