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 | $92,547 | $209,832-55.9% | $189,513-51.2% | $167,490-44.7% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 16.90% | 748.27%-731.4pp | 555.15%-538.3pp | 478.56%-461.7pp |
| Employer contribution / active EE | $3,117 | $6,914-54.9% | $6,162-49.4% | $4,837-35.6% |
| Participant deferral / active EE | $7,005 | $8,935-21.6% | $8,221-14.8% | $6,341+10.5% |
| Admin fee / account holder | $309 | $14,293-97.8% | $12,045-97.4% | $12,309-97.5% |