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 | $120,791 | $183,963-34.3% | $162,163-25.5% | $152,861-21.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 17.41% | 150.76%-133.4pp | 115.59%-98.2pp | 345.32%-327.9pp |
| Employer contribution / active EE | $2,735 | $6,371-57.1% | $5,614-51.3% | $4,762-42.6% |
| Participant deferral / active EE | $7,896 | $8,034-1.7% | $7,298+8.2% | $5,850+35.0% |
| Admin fee / account holder | $59,594 | $13,121+354.2% | $10,843+449.6% | $11,596+413.9% |