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 | $79,486 | $209,832-62.1% | $189,513-58.1% | $167,490-52.5% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 11.71% | 748.27%-736.6pp | 555.15%-543.4pp | 478.56%-466.9pp |
| Employer contribution / active EE | $3,537 | $6,914-48.8% | $6,162-42.6% | $4,837-26.9% |
| Participant deferral / active EE | $4,034 | $8,935-54.9% | $8,221-50.9% | $6,341-36.4% |
| Admin fee / account holder | $3,571 | $14,293-75.0% | $12,045-70.4% | $12,309-71.0% |