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 | $123,925 | $185,822-33.3% | $169,993-27.1% | $139,434-11.1% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 22.04% | 60.50%-38.5pp | 53.37%-31.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $2,551 | $7,590-66.4% | $6,785-62.4% | $4,751-46.3% |
| Participant deferral / active EE | $6,649 | $11,622-42.8% | $10,408-36.1% | $6,710-0.9% |
| Admin fee / account holder | $13,958 | $15,381-9.3% | $12,815+8.9% | $11,403+22.4% |