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 | $82,114 | $197,591-58.4% | $177,821-53.8% | $158,922-48.3% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 7.81% | 58.76%-50.9pp | 48.32%-40.5pp | 302.83%-295.0pp |
| Employer contribution / active EE | $6,205 | $6,697-7.4% | $5,918+4.8% | $4,761+30.3% |
| Participant deferral / active EE | $4,001 | $8,405-52.4% | $7,714-48.1% | $5,982-33.1% |
| Admin fee / account holder | $1,127 | $15,399-92.7% | $12,427-90.9% | $11,246-90.0% |