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 | $93,324 | $209,411-55.4% | $178,490-47.7% | $158,922-41.3% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 24.25% | 188.75%-164.5pp | 151.07%-126.8pp | 302.83%-278.6pp |
| Employer contribution / active EE | $1,707 | $5,706-70.1% | $5,011-65.9% | $4,761-64.2% |
| Participant deferral / active EE | $3,505 | $5,954-41.1% | $5,202-32.6% | $5,982-41.4% |
| Admin fee / account holder | $23,648 | $17,074+38.5% | $13,984+69.1% | $11,246+110.3% |