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 | $127,513 | $165,335-22.9% | $149,696-14.8% | $158,922-19.8% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 13.08% | 348.15%-335.1pp | 276.60%-263.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $3,237 | $5,103-36.6% | $4,644-30.3% | $4,761-32.0% |
| Participant deferral / active EE | $8,796 | $7,181+22.5% | $6,842+28.6% | $5,982+47.0% |
| Admin fee / account holder | $26,705 | $10,807+147.1% | $9,309+186.9% | $11,246+137.5% |