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 | $128,155 | $209,411-38.8% | $178,490-28.2% | $158,922-19.4% |
| Participation rate | 70.8% | 86.3%-15.5pp | 81.9%-11.1pp | 82.0%-11.1pp |
| Annual return | 9.31% | 188.75%-179.4pp | 151.07%-141.8pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,854 | $5,706-67.5% | $5,011-63.0% | $4,761-61.1% |
| Participant deferral / active EE | $5,575 | $5,954-6.4% | $5,202+7.2% | $5,982-6.8% |
| Admin fee / account holder | $187,633 | $17,074+998.9% | $13,984+1241.8% | $11,246+1568.5% |