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 | $123,311 | $198,466-37.9% | $170,442-27.7% | $147,584-16.4% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 10.58% | 257.29%-246.7pp | 205.93%-195.4pp | 578.55%-568.0pp |
| Employer contribution / active EE | $1,683 | $6,184-72.8% | $5,433-69.0% | $4,876-65.5% |
| Participant deferral / active EE | $4,731 | $5,629-16.0% | $4,939-4.2% | $5,439-13.0% |
| Admin fee / account holder | $7,753 | $16,852-54.0% | $13,880-44.1% | $10,885-28.8% |