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 | $97,541 | $165,335-41.0% | $149,696-34.8% | $158,922-38.6% |
| Participation rate | 72.2% | 84.6%-12.3pp | 82.5%-10.3pp | 82.0%-9.7pp |
| Annual return | 16.22% | 348.15%-331.9pp | 276.60%-260.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $4,426 | $5,103-13.3% | $4,644-4.7% | $4,761-7.0% |
| Participant deferral / active EE | $8,622 | $7,181+20.1% | $6,842+26.0% | $5,982+44.1% |
| Admin fee / account holder | $714 | $10,807-93.4% | $9,309-92.3% | $11,246-93.7% |