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 | $97,646 | $201,272-51.5% | $184,203-47.0% | $145,922-33.1% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 11.08% | 29.00%-17.9pp | 28.81%-17.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $4,174 | $7,022-40.6% | $6,427-35.1% | $4,660-10.4% |
| Participant deferral / active EE | $4,174 | $9,806-57.4% | $9,131-54.3% | $6,688-37.6% |
| Admin fee / account holder | $1,830 | $16,364-88.8% | $13,901-86.8% | $13,397-86.3% |