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 | $138,334 | $183,963-24.8% | $162,163-14.7% | $152,861-9.5% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.4%+11.3pp |
| Annual return | 16.65% | 150.76%-134.1pp | 115.59%-98.9pp | 345.32%-328.7pp |
| Employer contribution / active EE | $3,018 | $6,371-52.6% | $5,614-46.2% | $4,762-36.6% |
| Participant deferral / active EE | $5,447 | $8,034-32.2% | $7,298-25.4% | $5,850-6.9% |
| Admin fee / account holder | $961 | $13,121-92.7% | $10,843-91.1% | $11,596-91.7% |