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 | $87,315 | $226,064-61.4% | $182,532-52.2% | $152,861-42.9% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 17.78% | 192.51%-174.7pp | 148.54%-130.8pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,778 | $4,978-64.3% | $4,076-56.4% | $4,762-62.7% |
| Participant deferral / active EE | $9,433 | $6,368+48.1% | $5,524+70.8% | $5,850+61.2% |
| Admin fee / account holder | $78,536 | $10,703+633.8% | $8,592+814.1% | $11,596+577.2% |