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 | $91,861 | $198,466-53.7% | $170,442-46.1% | $147,584-37.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.65% | 257.29%-232.6pp | 205.93%-181.3pp | 578.55%-553.9pp |
| Employer contribution / active EE | $2,759 | $6,184-55.4% | $5,433-49.2% | $4,876-43.4% |
| Participant deferral / active EE | $4,725 | $5,629-16.1% | $4,939-4.4% | $5,439-13.1% |
| Admin fee / account holder | $1,076 | $16,852-93.6% | $13,880-92.2% | $10,885-90.1% |