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 | $89,046 | $202,318-56.0% | $172,739-48.5% | $152,861-41.7% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 17.67% | 1029.65%-1012.0pp | 802.84%-785.2pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,326 | $5,856-77.4% | $5,143-74.2% | $4,762-72.2% |
| Participant deferral / active EE | $3,389 | $5,948-43.0% | $5,198-34.8% | $5,850-42.1% |
| Admin fee / account holder | $1,960 | $17,109-88.5% | $13,954-86.0% | $11,596-83.1% |