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 | $121,580 | $210,648-42.3% | $177,989-31.7% | $145,922-16.7% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 25.24% | 385.86%-360.6pp | 294.48%-269.2pp | 561.29%-536.0pp |
| Employer contribution / active EE | $1,023 | $4,565-77.6% | $3,949-74.1% | $4,660-78.0% |
| Participant deferral / active EE | $4,357 | $6,958-37.4% | $6,276-30.6% | $6,688-34.8% |
| Admin fee / account holder | $1,684 | $12,013-86.0% | $10,363-83.8% | $13,397-87.4% |