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 | $117,022 | $177,572-34.1% | $154,803-24.4% | $142,382-17.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 15.45% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,697 | $4,810-23.1% | $4,305-14.1% | $4,299-14.0% |
| Participant deferral / active EE | $5,611 | $6,272-10.5% | $5,540+1.3% | $6,507-13.8% |
| Admin fee / account holder | $2,557 | $16,786-84.8% | $14,329-82.2% | $12,624-79.7% |