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 | $123,378 | $217,402-43.2% | $185,823-33.6% | $167,490-26.3% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 15.68% | 148.36%-132.7pp | 122.05%-106.4pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,414 | $5,873-58.9% | $5,167-53.3% | $4,837-50.1% |
| Participant deferral / active EE | $5,080 | $6,356-20.1% | $5,568-8.8% | $6,341-19.9% |
| Admin fee / account holder | $380 | $19,811-98.1% | $16,237-97.7% | $12,309-96.9% |