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 | $84,330 | $183,963-54.2% | $162,163-48.0% | $152,861-44.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 14.00% | 150.76%-136.8pp | 115.59%-101.6pp | 345.32%-331.3pp |
| Employer contribution / active EE | $1,447 | $6,371-77.3% | $5,614-74.2% | $4,762-69.6% |
| Participant deferral / active EE | $3,148 | $8,034-60.8% | $7,298-56.9% | $5,850-46.2% |
| Admin fee / account holder | $931 | $13,121-92.9% | $10,843-91.4% | $11,596-92.0% |