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 | $144,360 | $209,411-31.1% | $178,490-19.1% | $158,922-9.2% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 20.36% | 188.75%-168.4pp | 151.07%-130.7pp | 302.83%-282.5pp |
| Employer contribution / active EE | $1,446 | $5,706-74.7% | $5,011-71.1% | $4,761-69.6% |
| Participant deferral / active EE | $7,071 | $5,954+18.8% | $5,202+35.9% | $5,982+18.2% |
| Admin fee / account holder | $1,808 | $17,074-89.4% | $13,984-87.1% | $11,246-83.9% |