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 | $88,294 | $176,056-49.8% | $159,436-44.6% | $167,490-47.3% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 15.59% | 331.75%-316.2pp | 263.57%-248.0pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,375 | $5,297-74.0% | $4,829-71.5% | $4,837-71.6% |
| Participant deferral / active EE | $7,692 | $7,750-0.7% | $7,352+4.6% | $6,341+21.3% |
| Admin fee / account holder | $504 | $12,554-96.0% | $10,799-95.3% | $12,309-95.9% |