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 | $103,515 | $209,411-50.6% | $178,490-42.0% | $158,922-34.9% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 11.32% | 188.75%-177.4pp | 151.07%-139.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $2,335 | $5,706-59.1% | $5,011-53.4% | $4,761-51.0% |
| Participant deferral / active EE | $5,720 | $5,954-3.9% | $5,202+10.0% | $5,982-4.4% |
| Admin fee / account holder | $7,397 | $17,074-56.7% | $13,984-47.1% | $11,246-34.2% |