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 | $86,293 | $144,119-40.1% | $117,854-26.8% | $147,584-41.5% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 17.39% | 531.15%-513.8pp | 335.08%-317.7pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,149 | $4,896-76.5% | $3,786-69.6% | $4,876-76.4% |
| Participant deferral / active EE | $4,597 | $5,316-13.5% | $4,482+2.6% | $5,439-15.5% |
| Admin fee / account holder | $4,906 | $10,886-54.9% | $8,020-38.8% | $10,885-54.9% |