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 | $141,836 | $210,648-32.7% | $177,989-20.3% | $145,922-2.8% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 19.87% | 385.86%-366.0pp | 294.48%-274.6pp | 561.29%-541.4pp |
| Employer contribution / active EE | $2,356 | $4,565-48.4% | $3,949-40.3% | $4,660-49.4% |
| Participant deferral / active EE | $10,078 | $6,958+44.8% | $6,276+60.6% | $6,688+50.7% |
| Admin fee / account holder | $1,217 | $12,013-89.9% | $10,363-88.3% | $13,397-90.9% |