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 | $87,525 | $183,963-52.4% | $162,163-46.0% | $152,861-42.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 14.66% | 150.76%-136.1pp | 115.59%-100.9pp | 345.32%-330.7pp |
| Employer contribution / active EE | $2,747 | $6,371-56.9% | $5,614-51.1% | $4,762-42.3% |
| Participant deferral / active EE | $4,850 | $8,034-39.6% | $7,298-33.5% | $5,850-17.1% |
| Admin fee / account holder | $4,290 | $13,121-67.3% | $10,843-60.4% | $11,596-63.0% |