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 | $95,573 | $209,411-54.4% | $178,490-46.5% | $158,922-39.9% |
| Participation rate | 79.2% | 86.3%-7.2pp | 81.9%-2.8pp | 82.0%-2.8pp |
| Annual return | 14.97% | 188.75%-173.8pp | 151.07%-136.1pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,552 | $5,706-72.8% | $5,011-69.0% | $4,761-67.4% |
| Participant deferral / active EE | $3,394 | $5,954-43.0% | $5,202-34.8% | $5,982-43.3% |
| Admin fee / account holder | $3,146 | $17,074-81.6% | $13,984-77.5% | $11,246-72.0% |