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 | $134,165 | $183,963-27.1% | $162,163-17.3% | $152,861-12.2% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.4%-4.7pp |
| Annual return | 25.37% | 150.76%-125.4pp | 115.59%-90.2pp | 345.32%-319.9pp |
| Employer contribution / active EE | $4,138 | $6,371-35.0% | $5,614-26.3% | $4,762-13.1% |
| Participant deferral / active EE | $6,854 | $8,034-14.7% | $7,298-6.1% | $5,850+17.2% |
| Admin fee / account holder | $1,178 | $13,121-91.0% | $10,843-89.1% | $11,596-89.8% |