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 | $101,546 | $209,411-51.5% | $178,490-43.1% | $158,922-36.1% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 13.43% | 188.75%-175.3pp | 151.07%-137.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $8,937 | $5,706+56.6% | $5,011+78.4% | $4,761+87.7% |
| Participant deferral / active EE | $7,700 | $5,954+29.3% | $5,202+48.0% | $5,982+28.7% |
| Admin fee / account holder | $470 | $17,074-97.2% | $13,984-96.6% | $11,246-95.8% |