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 | $77,732 | $185,822-58.2% | $169,993-54.3% | $139,434-44.3% |
| Participation rate | 77.3% | 87.8%-10.5pp | 87.0%-9.7pp | 80.3%-3.0pp |
| Annual return | 13.01% | 60.50%-47.5pp | 53.37%-40.4pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,516 | $7,590-66.8% | $6,785-62.9% | $4,751-47.0% |
| Participant deferral / active EE | $3,106 | $11,622-73.3% | $10,408-70.2% | $6,710-53.7% |
| Admin fee / account holder | $2,075 | $15,381-86.5% | $12,815-83.8% | $11,403-81.8% |