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 | $132,062 | $198,466-33.5% | $170,442-22.5% | $147,584-10.5% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 20.40% | 257.29%-236.9pp | 205.93%-185.5pp | 578.55%-558.1pp |
| Employer contribution / active EE | $2,209 | $6,184-64.3% | $5,433-59.3% | $4,876-54.7% |
| Participant deferral / active EE | $2,699 | $5,629-52.1% | $4,939-45.4% | $5,439-50.4% |
| Admin fee / account holder | $1,353 | $16,852-92.0% | $13,880-90.3% | $10,885-87.6% |