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 | $118,885 | $201,272-40.9% | $184,203-35.5% | $145,922-18.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 11.34% | 29.00%-17.7pp | 28.81%-17.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $3,670 | $7,022-47.7% | $6,427-42.9% | $4,660-21.2% |
| Participant deferral / active EE | $9,753 | $9,806-0.5% | $9,131+6.8% | $6,688+45.8% |
| Admin fee / account holder | $1,028 | $16,364-93.7% | $13,901-92.6% | $13,397-92.3% |