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 | $79,802 | $209,832-62.0% | $189,513-57.9% | $167,490-52.4% |
| Participation rate | 82.6% | 88.7%-6.1pp | 87.8%-5.2pp | 82.1%+0.5pp |
| Annual return | 16.14% | 748.27%-732.1pp | 555.15%-539.0pp | 478.56%-462.4pp |
| Employer contribution / active EE | $2,418 | $6,914-65.0% | $6,162-60.8% | $4,837-50.0% |
| Participant deferral / active EE | $3,707 | $8,935-58.5% | $8,221-54.9% | $6,341-41.5% |
| Admin fee / account holder | $6,444 | $14,293-54.9% | $12,045-46.5% | $12,309-47.6% |