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 | $101,654 | $217,402-53.2% | $185,823-45.3% | $167,490-39.3% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 15.81% | 148.36%-132.6pp | 122.05%-106.2pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,901 | $5,873-67.6% | $5,167-63.2% | $4,837-60.7% |
| Participant deferral / active EE | $4,793 | $6,356-24.6% | $5,568-13.9% | $6,341-24.4% |
| Admin fee / account holder | $2,922 | $19,811-85.3% | $16,237-82.0% | $12,309-76.3% |