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 | $113,920 | $183,519-37.9% | $155,509-26.7% | $145,922-21.9% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 14.46% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.8pp |
| Employer contribution / active EE | $4,985 | $5,313-6.2% | $4,672+6.7% | $4,660+7.0% |
| Participant deferral / active EE | $16,730 | $6,462+158.9% | $5,626+197.4% | $6,688+150.2% |
| Admin fee / account holder | $3,844 | $19,313-80.1% | $15,912-75.8% | $13,397-71.3% |