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 | $78,190 | $202,432-61.4% | $169,368-53.8% | $139,434-43.9% |
| Participation rate | 78.6% | 81.1%-2.5pp | 77.1%+1.4pp | 80.3%-1.7pp |
| Annual return | 16.18% | 531.74%-515.6pp | 405.60%-389.4pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,428 | $4,692-48.3% | $4,013-39.5% | $4,751-48.9% |
| Participant deferral / active EE | $4,379 | $6,938-36.9% | $6,221-29.6% | $6,710-34.7% |
| Admin fee / account holder | $1,348 | $10,708-87.4% | $9,003-85.0% | $11,403-88.2% |