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 | $125,125 | $183,519-31.8% | $155,509-19.5% | $145,922-14.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.43% | 61.17%-51.7pp | 64.67%-55.2pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,395 | $5,313-73.7% | $4,672-70.1% | $4,660-70.1% |
| Participant deferral / active EE | $5,997 | $6,462-7.2% | $5,626+6.6% | $6,688-10.3% |
| Admin fee / account holder | $21,413 | $19,313+10.9% | $15,912+34.6% | $13,397+59.8% |