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 | $114,931 | $209,411-45.1% | $178,490-35.6% | $158,922-27.7% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 11.93% | 188.75%-176.8pp | 151.07%-139.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $4,770 | $5,706-16.4% | $5,011-4.8% | $4,761+0.2% |
| Participant deferral / active EE | $7,076 | $5,954+18.8% | $5,202+36.0% | $5,982+18.3% |
| Admin fee / account holder | $327,815 | $17,074+1819.9% | $13,984+2244.2% | $11,246+2815.0% |