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 | $121,873 | $159,901-23.8% | $146,958-17.1% | $145,922-16.5% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 10.06% | 98.13%-88.1pp | 418.34%-408.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $3,848 | $5,286-27.2% | $4,933-22.0% | $4,660-17.4% |
| Participant deferral / active EE | $8,086 | $8,428-4.1% | $8,070+0.2% | $6,688+20.9% |
| Admin fee / account holder | $14,192 | $15,044-5.7% | $12,998+9.2% | $13,397+5.9% |