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 | $149,640 | $176,056-15.0% | $159,436-6.1% | $167,490-10.7% |
| Participation rate | 70.0% | 84.9%-14.9pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 14.86% | 331.75%-316.9pp | 263.57%-248.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $3,255 | $5,297-38.6% | $4,829-32.6% | $4,837-32.7% |
| Participant deferral / active EE | $9,635 | $7,750+24.3% | $7,352+31.0% | $6,341+51.9% |
| Admin fee / account holder | $533 | $12,554-95.8% | $10,799-95.1% | $12,309-95.7% |