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 | $121,050 | $144,119-16.0% | $117,854+2.7% | $147,584-18.0% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 11.80% | 531.15%-519.3pp | 335.08%-323.3pp | 578.55%-566.7pp |
| Employer contribution / active EE | $4,181 | $4,896-14.6% | $3,786+10.4% | $4,876-14.3% |
| Participant deferral / active EE | $4,501 | $5,316-15.3% | $4,482+0.4% | $5,439-17.2% |
| Admin fee / account holder | $24,188 | $10,886+122.2% | $8,020+201.6% | $10,885+122.2% |