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 | $152,400 | $209,411-27.2% | $178,490-14.6% | $158,922-4.1% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 18.57% | 188.75%-170.2pp | 151.07%-132.5pp | 302.83%-284.3pp |
| Employer contribution / active EE | $5,000 | $5,706-12.4% | $5,011-0.2% | $4,761+5.0% |
| Participant deferral / active EE | $6,565 | $5,954+10.3% | $5,202+26.2% | $5,982+9.7% |
| Admin fee / account holder | $693 | $17,074-95.9% | $13,984-95.0% | $11,246-93.8% |