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 | $119,703 | $209,832-43.0% | $189,513-36.8% | $167,490-28.5% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 15.24% | 748.27%-733.0pp | 555.15%-539.9pp | 478.56%-463.3pp |
| Employer contribution / active EE | $2,772 | $6,914-59.9% | $6,162-55.0% | $4,837-42.7% |
| Participant deferral / active EE | $4,200 | $8,935-53.0% | $8,221-48.9% | $6,341-33.8% |
| Admin fee / account holder | $984 | $14,293-93.1% | $12,045-91.8% | $12,309-92.0% |