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 | $90,106 | $175,202-48.6% | $149,673-39.8% | $139,434-35.4% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 17.63% | 166.71%-149.1pp | 134.42%-116.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $5,519 | $5,474+0.8% | $4,818+14.6% | $4,751+16.2% |
| Participant deferral / active EE | $2,469 | $6,519-62.1% | $5,680-56.5% | $6,710-63.2% |
| Admin fee / account holder | $388 | $16,150-97.6% | $13,210-97.1% | $11,403-96.6% |