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 | $150,280 | $176,056-14.6% | $159,436-5.7% | $167,490-10.3% |
| Participation rate | 70.6% | 84.9%-14.4pp | 82.8%-12.2pp | 82.1%-11.5pp |
| Annual return | 21.85% | 331.75%-309.9pp | 263.57%-241.7pp | 478.56%-456.7pp |
| Employer contribution / active EE | $2,132 | $5,297-59.7% | $4,829-55.8% | $4,837-55.9% |
| Participant deferral / active EE | $4,696 | $7,750-39.4% | $7,352-36.1% | $6,341-25.9% |
| Admin fee / account holder | $5,791 | $12,554-53.9% | $10,799-46.4% | $12,309-53.0% |