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 | $77,597 | $210,648-63.2% | $177,989-56.4% | $145,922-46.8% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 8.90% | 385.86%-377.0pp | 294.48%-285.6pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,800 | $4,565-60.6% | $3,949-54.4% | $4,660-61.4% |
| Participant deferral / active EE | $2,995 | $6,958-57.0% | $6,276-52.3% | $6,688-55.2% |
| Admin fee / account holder | $1,431 | $12,013-88.1% | $10,363-86.2% | $13,397-89.3% |