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 | $90,161 | $175,202-48.5% | $149,673-39.8% | $139,434-35.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 21.56% | 166.71%-145.1pp | 134.42%-112.9pp | 372.94%-351.4pp |
| Employer contribution / active EE | $4,102 | $5,474-25.1% | $4,818-14.9% | $4,751-13.7% |
| Participant deferral / active EE | $9,408 | $6,519+44.3% | $5,680+65.6% | $6,710+40.2% |
| Admin fee / account holder | $1,601 | $16,150-90.1% | $13,210-87.9% | $11,403-86.0% |