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 | $82,953 | $209,411-60.4% | $178,490-53.5% | $158,922-47.8% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 11.04% | 188.75%-177.7pp | 151.07%-140.0pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,545 | $5,706-72.9% | $5,011-69.2% | $4,761-67.6% |
| Participant deferral / active EE | $4,811 | $5,954-19.2% | $5,202-7.5% | $5,982-19.6% |
| Admin fee / account holder | $434 | $17,074-97.5% | $13,984-96.9% | $11,246-96.1% |