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 | $119,435 | $157,256-24.1% | $141,162-15.4% | $152,861-21.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 20.69% | 64.32%-43.6pp | 71.39%-50.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $4,153 | $5,261-21.1% | $4,735-12.3% | $4,762-12.8% |
| Participant deferral / active EE | $7,016 | $7,109-1.3% | $6,709+4.6% | $5,850+19.9% |
| Admin fee / account holder | $2,047 | $12,120-83.1% | $10,261-80.1% | $11,596-82.4% |