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 | $115,737 | $209,411-44.7% | $178,490-35.2% | $158,922-27.2% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 14.25% | 188.75%-174.5pp | 151.07%-136.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $3,473 | $5,706-39.1% | $5,011-30.7% | $4,761-27.0% |
| Participant deferral / active EE | $7,353 | $5,954+23.5% | $5,202+41.4% | $5,982+22.9% |
| Admin fee / account holder | $1,113 | $17,074-93.5% | $13,984-92.0% | $11,246-90.1% |