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 6-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 | $79,817 | $175,202-54.4% | $149,673-46.7% | $139,434-42.8% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 17.47% | 166.71%-149.2pp | 134.42%-117.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,467 | $5,474-73.2% | $4,818-69.5% | $4,751-69.1% |
| Participant deferral / active EE | $8,035 | $6,519+23.3% | $5,680+41.5% | $6,710+19.7% |
| Admin fee / account holder | $5,200 | $16,150-67.8% | $13,210-60.6% | $11,403-54.4% |