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 | $122,579 | $210,648-41.8% | $177,989-31.1% | $145,922-16.0% |
| Participation rate | 87.0% | 80.8%+6.2pp | 77.1%+9.9pp | 80.3%+6.7pp |
| Annual return | 19.69% | 385.86%-366.2pp | 294.48%-274.8pp | 561.29%-541.6pp |
| Employer contribution / active EE | $1,754 | $4,565-61.6% | $3,949-55.6% | $4,660-62.4% |
| Participant deferral / active EE | $6,290 | $6,958-9.6% | $6,276+0.2% | $6,688-5.9% |
| Admin fee / account holder | $5,593 | $12,013-53.4% | $10,363-46.0% | $13,397-58.2% |