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 | $101,853 | $159,901-36.3% | $146,958-30.7% | $145,922-30.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.66% | 98.13%-80.5pp | 418.34%-400.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $5,350 | $5,286+1.2% | $4,933+8.4% | $4,660+14.8% |
| Participant deferral / active EE | $6,184 | $8,428-26.6% | $8,070-23.4% | $6,688-7.5% |
| Admin fee / account holder | $2,683 | $15,044-82.2% | $12,998-79.4% | $13,397-80.0% |