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 | $90,752 | $226,064-59.9% | $182,532-50.3% | $152,861-40.6% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.0%-0.2pp | 82.4%-4.7pp |
| Annual return | 24.33% | 192.51%-168.2pp | 148.54%-124.2pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,638 | $4,978-67.1% | $4,076-59.8% | $4,762-65.6% |
| Participant deferral / active EE | $6,875 | $6,368+8.0% | $5,524+24.5% | $5,850+17.5% |
| Admin fee / account holder | $889 | $10,703-91.7% | $8,592-89.7% | $11,596-92.3% |