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 | $97,869 | $209,411-53.3% | $178,490-45.2% | $158,922-38.4% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 11.87% | 188.75%-176.9pp | 151.07%-139.2pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,370 | $5,706-76.0% | $5,011-72.7% | $4,761-71.2% |
| Participant deferral / active EE | $4,113 | $5,954-30.9% | $5,202-20.9% | $5,982-31.2% |
| Admin fee / account holder | $7,370 | $17,074-56.8% | $13,984-47.3% | $11,246-34.5% |