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 | $113,437 | $227,553-50.1% | $189,557-40.2% | $167,490-32.3% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 13.02% | 78.40%-65.4pp | 64.17%-51.1pp | 478.56%-465.5pp |
| Employer contribution / active EE | $1,906 | $5,316-64.1% | $4,412-56.8% | $4,837-60.6% |
| Participant deferral / active EE | $11,226 | $7,002+60.3% | $6,174+81.8% | $6,341+77.0% |
| Admin fee / account holder | $625 | $11,878-94.7% | $9,807-93.6% | $12,309-94.9% |