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 | $165,508 | $209,411-21.0% | $178,490-7.3% | $158,922+4.1% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 15.27% | 188.75%-173.5pp | 151.07%-135.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $4,120 | $5,706-27.8% | $5,011-17.8% | $4,761-13.5% |
| Participant deferral / active EE | $3,988 | $5,954-33.0% | $5,202-23.3% | $5,982-33.3% |
| Admin fee / account holder | $1,748 | $17,074-89.8% | $13,984-87.5% | $11,246-84.5% |