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 | $132,894 | $183,963-27.8% | $162,163-18.0% | $152,861-13.1% |
| Participation rate | 87.0% | 88.5%-1.5pp | 87.6%-0.6pp | 82.4%+4.5pp |
| Annual return | 20.72% | 150.76%-130.0pp | 115.59%-94.9pp | 345.32%-324.6pp |
| Employer contribution / active EE | $3,224 | $6,371-49.4% | $5,614-42.6% | $4,762-32.3% |
| Participant deferral / active EE | $8,140 | $8,034+1.3% | $7,298+11.5% | $5,850+39.1% |
| Admin fee / account holder | $896 | $13,121-93.2% | $10,843-91.7% | $11,596-92.3% |