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 | $121,314 | $209,411-42.1% | $178,490-32.0% | $158,922-23.7% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 16.62% | 188.75%-172.1pp | 151.07%-134.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,776 | $5,706-68.9% | $5,011-64.6% | $4,761-62.7% |
| Participant deferral / active EE | $7,470 | $5,954+25.5% | $5,202+43.6% | $5,982+24.9% |
| Admin fee / account holder | $1,279 | $17,074-92.5% | $13,984-90.9% | $11,246-88.6% |