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 | $116,308 | $160,055-27.3% | $140,016-16.9% | $135,375-14.1% |
| Participation rate | 90.5% | 88.5%+2.0pp | 87.5%+3.0pp | 82.6%+7.8pp |
| Annual return | 4.90% | 911.38%-906.5pp | 651.12%-646.2pp | 519.73%-514.8pp |
| Employer contribution / active EE | $3,542 | $6,420-44.8% | $5,606-36.8% | $4,779-25.9% |
| Participant deferral / active EE | $4,619 | $7,642-39.6% | $6,927-33.3% | $5,609-17.6% |
| Admin fee / account holder | $3,070 | $13,328-77.0% | $10,705-71.3% | $10,827-71.6% |