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 | $80,665 | $209,411-61.5% | $178,490-54.8% | $158,922-49.2% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 16.74% | 188.75%-172.0pp | 151.07%-134.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,415 | $5,706-75.2% | $5,011-71.8% | $4,761-70.3% |
| Participant deferral / active EE | $4,697 | $5,954-21.1% | $5,202-9.7% | $5,982-21.5% |
| Admin fee / account holder | $3,151 | $17,074-81.5% | $13,984-77.5% | $11,246-72.0% |