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 | $119,153 | $210,648-43.4% | $177,989-33.1% | $145,922-18.3% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 9.88% | 385.86%-376.0pp | 294.48%-284.6pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,036 | $4,565-77.3% | $3,949-73.8% | $4,660-77.8% |
| Participant deferral / active EE | $7,374 | $6,958+6.0% | $6,276+17.5% | $6,688+10.3% |
| Admin fee / account holder | $65,972 | $12,013+449.2% | $10,363+536.6% | $13,397+392.4% |