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 | $117,377 | $217,402-46.0% | $185,823-36.8% | $167,490-29.9% |
| Participation rate | 95.7% | 86.0%+9.6pp | 81.7%+14.0pp | 82.1%+13.5pp |
| Annual return | 14.71% | 148.36%-133.6pp | 122.05%-107.3pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,994 | $5,873-66.1% | $5,167-61.4% | $4,837-58.8% |
| Participant deferral / active EE | $4,549 | $6,356-28.4% | $5,568-18.3% | $6,341-28.3% |
| Admin fee / account holder | $11,646 | $19,811-41.2% | $16,237-28.3% | $12,309-5.4% |