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 | $88,083 | $159,901-44.9% | $146,958-40.1% | $145,922-39.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.65% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $4,566 | $5,286-13.6% | $4,933-7.4% | $4,660-2.0% |
| Participant deferral / active EE | $7,906 | $8,428-6.2% | $8,070-2.0% | $6,688+18.2% |
| Admin fee / account holder | $754 | $15,044-95.0% | $12,998-94.2% | $13,397-94.4% |