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 | $107,215 | $159,602-32.8% | $150,045-28.5% | $142,382-24.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 19.71% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,998 | $4,961-59.7% | $4,693-57.4% | $4,299-53.5% |
| Participant deferral / active EE | $6,259 | $8,310-24.7% | $7,997-21.7% | $6,507-3.8% |
| Admin fee / account holder | $356 | $14,846-97.6% | $13,435-97.4% | $12,624-97.2% |