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 | $135,944 | $121,625+11.8% | $104,607+30.0% | $158,922-14.5% |
| Participation rate | 70.0% | 77.5%-7.5pp | 74.1%-4.1pp | 82.0%-12.0pp |
| Annual return | 7.14% | 465.26%-458.1pp | 340.46%-333.3pp | 302.83%-295.7pp |
| Employer contribution / active EE | $2,008 | $3,163-36.5% | $2,681-25.1% | $4,761-57.8% |
| Participant deferral / active EE | $5,904 | $4,177+41.3% | $3,740+57.9% | $5,982-1.3% |
| Admin fee / account holder | $3,273 | $7,787-58.0% | $6,473-49.4% | $11,246-70.9% |