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 | $85,034 | $175,202-51.5% | $149,673-43.2% | $139,434-39.0% |
| Participation rate | 82.4% | 83.4%-1.0pp | 78.8%+3.6pp | 80.3%+2.0pp |
| Annual return | 17.29% | 166.71%-149.4pp | 134.42%-117.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $6,021 | $5,474+10.0% | $4,818+25.0% | $4,751+26.7% |
| Participant deferral / active EE | $12,815 | $6,519+96.6% | $5,680+125.6% | $6,710+91.0% |
| Admin fee / account holder | $29,489 | $16,150+82.6% | $13,210+123.2% | $11,403+158.6% |