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 | $128,580 | $198,466-35.2% | $170,442-24.6% | $147,584-12.9% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 24.41% | 257.29%-232.9pp | 205.93%-181.5pp | 578.55%-554.1pp |
| Employer contribution / active EE | $1,325 | $6,184-78.6% | $5,433-75.6% | $4,876-72.8% |
| Participant deferral / active EE | $4,220 | $5,629-25.0% | $4,939-14.6% | $5,439-22.4% |
| Admin fee / account holder | $916 | $16,852-94.6% | $13,880-93.4% | $10,885-91.6% |