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 | $106,552 | $148,534-28.3% | $135,903-21.6% | $139,434-23.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.88% | 79.19%-62.3pp | 68.23%-51.4pp | 372.94%-356.1pp |
| Employer contribution / active EE | $3,168 | $5,243-39.6% | $4,856-34.8% | $4,751-33.3% |
| Participant deferral / active EE | $5,649 | $8,100-30.3% | $7,758-27.2% | $6,710-15.8% |
| Admin fee / account holder | $831 | $12,400-93.3% | $10,762-92.3% | $11,403-92.7% |