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 | $80,022 | $198,466-59.7% | $170,442-53.1% | $147,584-45.8% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 9.53% | 257.29%-247.8pp | 205.93%-196.4pp | 578.55%-569.0pp |
| Employer contribution / active EE | $4,972 | $6,184-19.6% | $5,433-8.5% | $4,876+2.0% |
| Participant deferral / active EE | $4,439 | $5,629-21.1% | $4,939-10.1% | $5,439-18.4% |
| Admin fee / account holder | $1,501 | $16,852-91.1% | $13,880-89.2% | $10,885-86.2% |