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 | $116,515 | $198,466-41.3% | $170,442-31.6% | $147,584-21.1% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 10.50% | 257.29%-246.8pp | 205.93%-195.4pp | 578.55%-568.0pp |
| Employer contribution / active EE | $1,581 | $6,184-74.4% | $5,433-70.9% | $4,876-67.6% |
| Participant deferral / active EE | $3,653 | $5,629-35.1% | $4,939-26.0% | $5,439-32.8% |
| Admin fee / account holder | $868 | $16,852-94.9% | $13,880-93.7% | $10,885-92.0% |