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 9-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 | $83,208 | $209,411-60.3% | $178,490-53.4% | $158,922-47.6% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 14.30% | 188.75%-174.4pp | 151.07%-136.8pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,303 | $5,706-77.2% | $5,011-74.0% | $4,761-72.6% |
| Participant deferral / active EE | $3,872 | $5,954-35.0% | $5,202-25.6% | $5,982-35.3% |
| Admin fee / account holder | $336 | $17,074-98.0% | $13,984-97.6% | $11,246-97.0% |