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 | $153,355 | $210,648-27.2% | $177,989-13.8% | $145,922+5.1% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 12.35% | 385.86%-373.5pp | 294.48%-282.1pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,980 | $4,565-34.7% | $3,949-24.5% | $4,660-36.0% |
| Participant deferral / active EE | $6,089 | $6,958-12.5% | $6,276-3.0% | $6,688-9.0% |
| Admin fee / account holder | $766 | $12,013-93.6% | $10,363-92.6% | $13,397-94.3% |