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 | $112,557 | $157,256-28.4% | $141,162-20.3% | $152,861-26.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 26.67% | 64.32%-37.7pp | 71.39%-44.7pp | 345.32%-318.7pp |
| Employer contribution / active EE | $1,062 | $5,261-79.8% | $4,735-77.6% | $4,762-77.7% |
| Participant deferral / active EE | $13,415 | $7,109+88.7% | $6,709+100.0% | $5,850+129.3% |
| Admin fee / account holder | $4,944 | $12,120-59.2% | $10,261-51.8% | $11,596-57.4% |