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 | $136,267 | $209,411-34.9% | $178,490-23.7% | $158,922-14.3% |
| Participation rate | 93.3% | 86.3%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 9.25% | 188.75%-179.5pp | 151.07%-141.8pp | 302.83%-293.6pp |
| Employer contribution / active EE | $2,226 | $5,706-61.0% | $5,011-55.6% | $4,761-53.2% |
| Participant deferral / active EE | $5,425 | $5,954-8.9% | $5,202+4.3% | $5,982-9.3% |
| Admin fee / account holder | $1,217 | $17,074-92.9% | $13,984-91.3% | $11,246-89.2% |