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 | $77,296 | $111,724-30.8% | $93,606-17.4% | $145,922-47.0% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 16.17% | 202.98%-186.8pp | 133.20%-117.0pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,192 | $3,090-29.0% | $2,420-9.4% | $4,660-52.9% |
| Participant deferral / active EE | $4,111 | $4,912-16.3% | $4,411-6.8% | $6,688-38.5% |
| Admin fee / account holder | $4,937 | $10,250-51.8% | $8,285-40.4% | $13,397-63.1% |