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 | $84,419 | $111,301-24.2% | $112,977-25.3% | $158,922-46.9% |
| Participation rate | 91.7% | 83.5%+8.2pp | 82.6%+9.1pp | 82.0%+9.7pp |
| Annual return | 20.79% | 26.40%-5.6pp | 24.24%-3.5pp | 302.83%-282.0pp |
| Employer contribution / active EE | $2,467 | $4,471-44.8% | $4,255-42.0% | $4,761-48.2% |
| Participant deferral / active EE | $4,557 | $5,880-22.5% | $5,836-21.9% | $5,982-23.8% |
| Admin fee / account holder | $935 | $8,392-88.9% | $6,294-85.1% | $11,246-91.7% |