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 | $121,461 | $176,056-31.0% | $159,436-23.8% | $167,490-27.5% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 12.84% | 331.75%-318.9pp | 263.57%-250.7pp | 478.56%-465.7pp |
| Employer contribution / active EE | $3,621 | $5,297-31.6% | $4,829-25.0% | $4,837-25.1% |
| Participant deferral / active EE | $10,972 | $7,750+41.6% | $7,352+49.2% | $6,341+73.0% |
| Admin fee / account holder | $44,435 | $12,554+254.0% | $10,799+311.5% | $12,309+261.0% |