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 | $165,450 | $209,832-21.2% | $189,513-12.7% | $167,490-1.2% |
| Participation rate | 95.7% | 88.7%+7.0pp | 87.8%+7.8pp | 82.1%+13.5pp |
| Annual return | 14.88% | 748.27%-733.4pp | 555.15%-540.3pp | 478.56%-463.7pp |
| Employer contribution / active EE | $3,800 | $6,914-45.0% | $6,162-38.3% | $4,837-21.5% |
| Participant deferral / active EE | $4,101 | $8,935-54.1% | $8,221-50.1% | $6,341-35.3% |
| Admin fee / account holder | $3,299 | $14,293-76.9% | $12,045-72.6% | $12,309-73.2% |