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 | $93,231 | $209,411-55.5% | $178,490-47.8% | $158,922-41.3% |
| Participation rate | 70.6% | 86.3%-15.8pp | 81.9%-11.3pp | 82.0%-11.4pp |
| Annual return | 11.56% | 188.75%-177.2pp | 151.07%-139.5pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,195 | $5,706-79.1% | $5,011-76.2% | $4,761-74.9% |
| Participant deferral / active EE | $5,207 | $5,954-12.6% | $5,202+0.1% | $5,982-13.0% |
| Admin fee / account holder | $29,529 | $17,074+72.9% | $13,984+111.2% | $11,246+162.6% |