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 | $116,784 | $175,202-33.3% | $149,673-22.0% | $139,434-16.2% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 24.95% | 166.71%-141.8pp | 134.42%-109.5pp | 372.94%-348.0pp |
| Employer contribution / active EE | $2,217 | $5,474-59.5% | $4,818-54.0% | $4,751-53.3% |
| Participant deferral / active EE | $8,913 | $6,519+36.7% | $5,680+56.9% | $6,710+32.8% |
| Admin fee / account holder | $2,504 | $16,150-84.5% | $13,210-81.0% | $11,403-78.0% |