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 | $92,961 | $210,648-55.9% | $177,989-47.8% | $145,922-36.3% |
| Participation rate | 72.7% | 80.8%-8.0pp | 77.1%-4.4pp | 80.3%-7.5pp |
| Annual return | 21.82% | 385.86%-364.0pp | 294.48%-272.7pp | 561.29%-539.5pp |
| Employer contribution / active EE | $8,408 | $4,565+84.2% | $3,949+112.9% | $4,660+80.5% |
| Participant deferral / active EE | $3,678 | $6,958-47.1% | $6,276-41.4% | $6,688-45.0% |
| Admin fee / account holder | $3,553 | $12,013-70.4% | $10,363-65.7% | $13,397-73.5% |