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 | $59,464 | $209,411-71.6% | $178,490-66.7% | $158,922-62.6% |
| Participation rate | 86.7% | 86.3%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | 16.96% | 188.75%-171.8pp | 151.07%-134.1pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,987 | $5,706-65.2% | $5,011-60.3% | $4,761-58.3% |
| Participant deferral / active EE | $2,188 | $5,954-63.3% | $5,202-57.9% | $5,982-63.4% |
| Admin fee / account holder | $6,168 | $17,074-63.9% | $13,984-55.9% | $11,246-45.2% |