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 9-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 | $98,833 | $159,602-38.1% | $150,045-34.1% | $142,382-30.6% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.3%-11.7pp | 80.1%-9.5pp |
| Annual return | 16.42% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,566 | $4,961-28.1% | $4,693-24.0% | $4,299-17.0% |
| Participant deferral / active EE | $5,786 | $8,310-30.4% | $7,997-27.7% | $6,507-11.1% |
| Admin fee / account holder | $1,313 | $14,846-91.2% | $13,435-90.2% | $12,624-89.6% |