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 | $97,308 | $209,411-53.5% | $178,490-45.5% | $158,922-38.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.18% | 188.75%-175.6pp | 151.07%-137.9pp | 302.83%-289.6pp |
| Employer contribution / active EE | $4,177 | $5,706-26.8% | $5,011-16.6% | $4,761-12.3% |
| Participant deferral / active EE | $3,356 | $5,954-43.6% | $5,202-35.5% | $5,982-43.9% |
| Admin fee / account holder | $962 | $17,074-94.4% | $13,984-93.1% | $11,246-91.4% |