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 | $98,486 | $217,402-54.7% | $185,823-47.0% | $167,490-41.2% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 9.30% | 148.36%-139.1pp | 122.05%-112.8pp | 478.56%-469.3pp |
| Employer contribution / active EE | $4,033 | $5,873-31.3% | $5,167-22.0% | $4,837-16.6% |
| Participant deferral / active EE | $7,659 | $6,356+20.5% | $5,568+37.6% | $6,341+20.8% |
| Admin fee / account holder | $520 | $19,811-97.4% | $16,237-96.8% | $12,309-95.8% |