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 | $128,460 | $183,519-30.0% | $155,509-17.4% | $145,922-12.0% |
| Participation rate | 73.7% | 82.7%-9.0pp | 78.2%-4.5pp | 80.3%-6.6pp |
| Annual return | 12.27% | 61.17%-48.9pp | 64.67%-52.4pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,988 | $5,313-62.6% | $4,672-57.5% | $4,660-57.3% |
| Participant deferral / active EE | $4,791 | $6,462-25.9% | $5,626-14.8% | $6,688-28.4% |
| Admin fee / account holder | $1,068 | $19,313-94.5% | $15,912-93.3% | $13,397-92.0% |