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 | $128,748 | $217,402-40.8% | $185,823-30.7% | $167,490-23.1% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 16.62% | 148.36%-131.7pp | 122.05%-105.4pp | 478.56%-461.9pp |
| Employer contribution / active EE | $1,883 | $5,873-67.9% | $5,167-63.6% | $4,837-61.1% |
| Participant deferral / active EE | $6,290 | $6,356-1.0% | $5,568+13.0% | $6,341-0.8% |
| Admin fee / account holder | $540 | $19,811-97.3% | $16,237-96.7% | $12,309-95.6% |