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 | $107,383 | $172,478-37.7% | $145,661-26.3% | $142,382-24.6% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.2%+2.8pp | 80.1%-0.1pp |
| Annual return | 14.63% | 151.09%-136.5pp | 101.46%-86.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,006 | $4,899-79.5% | $4,238-76.3% | $4,299-76.6% |
| Participant deferral / active EE | $3,747 | $8,348-55.1% | $7,198-47.9% | $6,507-42.4% |
| Admin fee / account holder | $978 | $16,864-94.2% | $12,466-92.2% | $12,624-92.3% |