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 | $95,109 | $175,202-45.7% | $149,673-36.5% | $139,434-31.8% |
| Participation rate | 73.7% | 83.4%-9.7pp | 78.8%-5.1pp | 80.3%-6.6pp |
| Annual return | 30.88% | 166.71%-135.8pp | 134.42%-103.5pp | 372.94%-342.1pp |
| Employer contribution / active EE | $2,245 | $5,474-59.0% | $4,818-53.4% | $4,751-52.7% |
| Participant deferral / active EE | $4,099 | $6,519-37.1% | $5,680-27.8% | $6,710-38.9% |
| Admin fee / account holder | $8,212 | $16,150-49.2% | $13,210-37.8% | $11,403-28.0% |