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 | $155,364 | $210,648-26.2% | $177,989-12.7% | $145,922+6.5% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 8.33% | 385.86%-377.5pp | 294.48%-286.2pp | 561.29%-553.0pp |
| Employer contribution / active EE | $2,680 | $4,565-41.3% | $3,949-32.1% | $4,660-42.5% |
| Participant deferral / active EE | $3,959 | $6,958-43.1% | $6,276-36.9% | $6,688-40.8% |
| Admin fee / account holder | $11,659 | $12,013-2.9% | $10,363+12.5% | $13,397-13.0% |