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 | $80,136 | $209,411-61.7% | $178,490-55.1% | $158,922-49.6% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 23.29% | 188.75%-165.5pp | 151.07%-127.8pp | 302.83%-279.5pp |
| Employer contribution / active EE | $1,776 | $5,706-68.9% | $5,011-64.6% | $4,761-62.7% |
| Participant deferral / active EE | $5,594 | $5,954-6.1% | $5,202+7.5% | $5,982-6.5% |
| Admin fee / account holder | $5,977 | $17,074-65.0% | $13,984-57.3% | $11,246-46.9% |