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 | $111,353 | $175,202-36.4% | $149,673-25.6% | $139,434-20.1% |
| Participation rate | 88.2% | 83.4%+4.9pp | 78.8%+9.5pp | 80.3%+7.9pp |
| Annual return | 17.21% | 166.71%-149.5pp | 134.42%-117.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,871 | $5,474-47.6% | $4,818-40.4% | $4,751-39.6% |
| Participant deferral / active EE | $8,841 | $6,519+35.6% | $5,680+55.6% | $6,710+31.8% |
| Admin fee / account holder | $2,313 | $16,150-85.7% | $13,210-82.5% | $11,403-79.7% |