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 | $117,515 | $169,032-30.5% | $129,207-9.0% | $145,922-19.5% |
| Participation rate | 72.7% | 76.4%-3.7pp | 69.6%+3.1pp | 80.3%-7.5pp |
| Annual return | 12.83% | 14330.11%-14317.3pp | 9417.33%-9404.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,135 | $5,537-61.4% | $4,153-48.6% | $4,660-54.2% |
| Participant deferral / active EE | $6,849 | $4,987+37.3% | $4,168+64.3% | $6,688+2.4% |
| Admin fee / account holder | $12,207 | $9,954+22.6% | $7,715+58.2% | $13,397-8.9% |