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 5-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 | $96,493 | $210,648-54.2% | $177,989-45.8% | $145,922-33.9% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 11.73% | 385.86%-374.1pp | 294.48%-282.8pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,834 | $4,565-59.8% | $3,949-53.5% | $4,660-60.6% |
| Participant deferral / active EE | $8,798 | $6,958+26.4% | $6,276+40.2% | $6,688+31.6% |
| Admin fee / account holder | $5,563 | $12,013-53.7% | $10,363-46.3% | $13,397-58.5% |