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 | $121,905 | $176,056-30.8% | $159,436-23.5% | $167,490-27.2% |
| Participation rate | 85.0% | 84.9%+0.1pp | 82.8%+2.2pp | 82.1%+2.9pp |
| Annual return | 14.91% | 331.75%-316.8pp | 263.57%-248.7pp | 478.56%-463.6pp |
| Employer contribution / active EE | $995 | $5,297-81.2% | $4,829-79.4% | $4,837-79.4% |
| Participant deferral / active EE | $5,153 | $7,750-33.5% | $7,352-29.9% | $6,341-18.7% |
| Admin fee / account holder | $20,226 | $12,554+61.1% | $10,799+87.3% | $12,309+64.3% |