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 | $85,667 | $183,963-53.4% | $162,163-47.2% | $152,861-44.0% |
| Participation rate | 78.6% | 88.5%-9.9pp | 87.6%-9.0pp | 82.4%-3.9pp |
| Annual return | 33.44% | 150.76%-117.3pp | 115.59%-82.2pp | 345.32%-311.9pp |
| Employer contribution / active EE | $4,465 | $6,371-29.9% | $5,614-20.5% | $4,762-6.3% |
| Participant deferral / active EE | $5,206 | $8,034-35.2% | $7,298-28.7% | $5,850-11.0% |
| Admin fee / account holder | $1,818 | $13,121-86.1% | $10,843-83.2% | $11,596-84.3% |