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 | $120,609 | $209,411-42.4% | $178,490-32.4% | $158,922-24.1% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 8.90% | 188.75%-179.9pp | 151.07%-142.2pp | 302.83%-293.9pp |
| Employer contribution / active EE | $2,045 | $5,706-64.2% | $5,011-59.2% | $4,761-57.0% |
| Participant deferral / active EE | $5,509 | $5,954-7.5% | $5,202+5.9% | $5,982-7.9% |
| Admin fee / account holder | $10,111 | $17,074-40.8% | $13,984-27.7% | $11,246-10.1% |