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 | $119,128 | $176,056-32.3% | $159,436-25.3% | $167,490-28.9% |
| Participation rate | 89.5% | 84.9%+4.5pp | 82.8%+6.7pp | 82.1%+7.4pp |
| Annual return | 17.67% | 331.75%-314.1pp | 263.57%-245.9pp | 478.56%-460.9pp |
| Employer contribution / active EE | $4,394 | $5,297-17.1% | $4,829-9.0% | $4,837-9.2% |
| Participant deferral / active EE | $9,146 | $7,750+18.0% | $7,352+24.4% | $6,341+44.2% |
| Admin fee / account holder | $15,454 | $12,554+23.1% | $10,799+43.1% | $12,309+25.6% |