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 | $87,910 | $180,449-51.3% | $154,107-43.0% | $135,375-35.1% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | 6.70% | 888.09%-881.4pp | 735.12%-728.4pp | 519.73%-513.0pp |
| Employer contribution / active EE | $2,312 | $6,035-61.7% | $5,298-56.4% | $4,779-51.6% |
| Participant deferral / active EE | $5,084 | $5,806-12.4% | $5,081+0.1% | $5,609-9.4% |
| Admin fee / account holder | $789 | $16,143-95.1% | $13,411-94.1% | $10,827-92.7% |