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 | $97,770 | $202,318-51.7% | $172,739-43.4% | $152,861-36.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 19.15% | 1029.65%-1010.5pp | 802.84%-783.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,642 | $5,856-54.9% | $5,143-48.6% | $4,762-44.5% |
| Participant deferral / active EE | $6,234 | $5,948+4.8% | $5,198+19.9% | $5,850+6.6% |
| Admin fee / account holder | $2,931 | $17,109-82.9% | $13,954-79.0% | $11,596-74.7% |