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 | $118,325 | $176,056-32.8% | $159,436-25.8% | $167,490-29.4% |
| Participation rate | 95.7% | 84.9%+10.7pp | 82.8%+12.8pp | 82.1%+13.5pp |
| Annual return | 19.65% | 331.75%-312.1pp | 263.57%-243.9pp | 478.56%-458.9pp |
| Employer contribution / active EE | $3,923 | $5,297-25.9% | $4,829-18.8% | $4,837-18.9% |
| Participant deferral / active EE | $9,887 | $7,750+27.6% | $7,352+34.5% | $6,341+55.9% |
| Admin fee / account holder | $965 | $12,554-92.3% | $10,799-91.1% | $12,309-92.2% |