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 4-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 | $98,433 | $210,648-53.3% | $177,989-44.7% | $145,922-32.5% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 10.42% | 385.86%-375.4pp | 294.48%-284.1pp | 561.29%-550.9pp |
| Employer contribution / active EE | $4,551 | $4,565-0.3% | $3,949+15.3% | $4,660-2.3% |
| Participant deferral / active EE | $13,321 | $6,958+91.5% | $6,276+112.3% | $6,688+99.2% |
| Admin fee / account holder | $881 | $12,013-92.7% | $10,363-91.5% | $13,397-93.4% |