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 | $119,949 | $159,901-25.0% | $146,958-18.4% | $145,922-17.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 16.76% | 98.13%-81.4pp | 418.34%-401.6pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,075 | $5,286-60.7% | $4,933-57.9% | $4,660-55.5% |
| Participant deferral / active EE | $5,835 | $8,428-30.8% | $8,070-27.7% | $6,688-12.8% |
| Admin fee / account holder | $805 | $15,044-94.6% | $12,998-93.8% | $13,397-94.0% |