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 | $137,530 | $160,055-14.1% | $140,016-1.8% | $135,375+1.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | 19.80% | 911.38%-891.6pp | 651.12%-631.3pp | 519.73%-499.9pp |
| Employer contribution / active EE | $2,001 | $6,420-68.8% | $5,606-64.3% | $4,779-58.1% |
| Participant deferral / active EE | $3,218 | $7,642-57.9% | $6,927-53.5% | $5,609-42.6% |
| Admin fee / account holder | $8,744 | $13,328-34.4% | $10,705-18.3% | $10,827-19.2% |