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 9-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 | $106,625 | $176,056-39.4% | $159,436-33.1% | $167,490-36.3% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 14.80% | 331.75%-316.9pp | 263.57%-248.8pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,771 | $5,297-66.6% | $4,829-63.3% | $4,837-63.4% |
| Participant deferral / active EE | $4,057 | $7,750-47.7% | $7,352-44.8% | $6,341-36.0% |
| Admin fee / account holder | $1,891 | $12,554-84.9% | $10,799-82.5% | $12,309-84.6% |