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 | $125,981 | $159,602-21.1% | $150,045-16.0% | $142,382-11.5% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.3%-10.1pp | 80.1%-7.9pp |
| Annual return | 38.43% | 70.24%-31.8pp | 62.55%-24.1pp | 217.08%-178.6pp |
| Employer contribution / active EE | $2,535 | $4,961-48.9% | $4,693-46.0% | $4,299-41.0% |
| Participant deferral / active EE | $5,694 | $8,310-31.5% | $7,997-28.8% | $6,507-12.5% |
| Admin fee / account holder | $5,638 | $14,846-62.0% | $13,435-58.0% | $12,624-55.3% |