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 | $115,528 | $202,432-42.9% | $169,368-31.8% | $139,434-17.1% |
| Participation rate | 90.5% | 81.1%+9.4pp | 77.1%+13.3pp | 80.3%+10.2pp |
| Annual return | 14.84% | 531.74%-516.9pp | 405.60%-390.8pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,970 | $4,692-58.0% | $4,013-50.9% | $4,751-58.5% |
| Participant deferral / active EE | $5,172 | $6,938-25.5% | $6,221-16.9% | $6,710-22.9% |
| Admin fee / account holder | $1,262 | $10,708-88.2% | $9,003-86.0% | $11,403-88.9% |