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 | $85,298 | $209,832-59.3% | $189,513-55.0% | $167,490-49.1% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 12.75% | 748.27%-735.5pp | 555.15%-542.4pp | 478.56%-465.8pp |
| Employer contribution / active EE | $2,524 | $6,914-63.5% | $6,162-59.0% | $4,837-47.8% |
| Participant deferral / active EE | $5,729 | $8,935-35.9% | $8,221-30.3% | $6,341-9.6% |
| Admin fee / account holder | $876 | $14,293-93.9% | $12,045-92.7% | $12,309-92.9% |