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 | $127,529 | $209,832-39.2% | $189,513-32.7% | $167,490-23.9% |
| Participation rate | 95.2% | 88.7%+6.6pp | 87.8%+7.4pp | 82.1%+13.1pp |
| Annual return | 9.29% | 748.27%-739.0pp | 555.15%-545.9pp | 478.56%-469.3pp |
| Employer contribution / active EE | $3,875 | $6,914-43.9% | $6,162-37.1% | $4,837-19.9% |
| Participant deferral / active EE | $7,664 | $8,935-14.2% | $8,221-6.8% | $6,341+20.9% |
| Admin fee / account holder | $10,846 | $14,293-24.1% | $12,045-10.0% | $12,309-11.9% |