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 | $91,172 | $197,591-53.9% | $177,821-48.7% | $158,922-42.6% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 16.74% | 58.76%-42.0pp | 48.32%-31.6pp | 302.83%-286.1pp |
| Employer contribution / active EE | $6,608 | $6,697-1.3% | $5,918+11.6% | $4,761+38.8% |
| Participant deferral / active EE | $4,615 | $8,405-45.1% | $7,714-40.2% | $5,982-22.8% |
| Admin fee / account holder | $2,639 | $15,399-82.9% | $12,427-78.8% | $11,246-76.5% |