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 | $134,592 | $209,832-35.9% | $189,513-29.0% | $167,490-19.6% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 12.12% | 748.27%-736.1pp | 555.15%-543.0pp | 478.56%-466.4pp |
| Employer contribution / active EE | $3,293 | $6,914-52.4% | $6,162-46.5% | $4,837-31.9% |
| Participant deferral / active EE | $4,405 | $8,935-50.7% | $8,221-46.4% | $6,341-30.5% |
| Admin fee / account holder | $3,606 | $14,293-74.8% | $12,045-70.1% | $12,309-70.7% |