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 | $90,452 | $198,466-54.4% | $170,442-46.9% | $147,584-38.7% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 13.76% | 257.29%-243.5pp | 205.93%-192.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $3,721 | $6,184-39.8% | $5,433-31.5% | $4,876-23.7% |
| Participant deferral / active EE | $5,421 | $5,629-3.7% | $4,939+9.8% | $5,439-0.3% |
| Admin fee / account holder | $1,748 | $16,852-89.6% | $13,880-87.4% | $10,885-83.9% |