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 | $111,918 | $209,411-46.6% | $178,490-37.3% | $158,922-29.6% |
| Participation rate | 85.0% | 86.3%-1.3pp | 81.9%+3.1pp | 82.0%+3.0pp |
| Annual return | 7.88% | 188.75%-180.9pp | 151.07%-143.2pp | 302.83%-294.9pp |
| Employer contribution / active EE | $6,585 | $5,706+15.4% | $5,011+31.4% | $4,761+38.3% |
| Participant deferral / active EE | $4,218 | $5,954-29.2% | $5,202-18.9% | $5,982-29.5% |
| Admin fee / account holder | $1,547 | $17,074-90.9% | $13,984-88.9% | $11,246-86.2% |