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 | $131,330 | $198,466-33.8% | $170,442-22.9% | $147,584-11.0% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 17.30% | 257.29%-240.0pp | 205.93%-188.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $3,200 | $6,184-48.2% | $5,433-41.1% | $4,876-34.4% |
| Participant deferral / active EE | $7,418 | $5,629+31.8% | $4,939+50.2% | $5,439+36.4% |
| Admin fee / account holder | $2,388 | $16,852-85.8% | $13,880-82.8% | $10,885-78.1% |