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 | $151,022 | $209,832-28.0% | $189,513-20.3% | $167,490-9.8% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 9.41% | 748.27%-738.9pp | 555.15%-545.7pp | 478.56%-469.2pp |
| Employer contribution / active EE | $1,884 | $6,914-72.7% | $6,162-69.4% | $4,837-61.1% |
| Participant deferral / active EE | $6,424 | $8,935-28.1% | $8,221-21.9% | $6,341+1.3% |
| Admin fee / account holder | $55,856 | $14,293+290.8% | $12,045+363.7% | $12,309+353.8% |