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 | $85,496 | $144,119-40.7% | $117,854-27.5% | $147,584-42.1% |
| Participation rate | 70.0% | 83.4%-13.4pp | 79.7%-9.7pp | 82.8%-12.8pp |
| Annual return | 19.25% | 531.15%-511.9pp | 335.08%-315.8pp | 578.55%-559.3pp |
| Employer contribution / active EE | $2,587 | $4,896-47.2% | $3,786-31.7% | $4,876-46.9% |
| Participant deferral / active EE | $3,065 | $5,316-42.4% | $4,482-31.6% | $5,439-43.7% |
| Admin fee / account holder | $10,074 | $10,886-7.5% | $8,020+25.6% | $10,885-7.4% |