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 | $114,634 | $209,411-45.3% | $178,490-35.8% | $158,922-27.9% |
| Participation rate | 78.6% | 86.3%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 14.38% | 188.75%-174.4pp | 151.07%-136.7pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,821 | $5,706-50.6% | $5,011-43.7% | $4,761-40.8% |
| Participant deferral / active EE | $6,625 | $5,954+11.3% | $5,202+27.4% | $5,982+10.7% |
| Admin fee / account holder | $2,948 | $17,074-82.7% | $13,984-78.9% | $11,246-73.8% |