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 | $158,434 | $217,402-27.1% | $185,823-14.7% | $167,490-5.4% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 13.46% | 148.36%-134.9pp | 122.05%-108.6pp | 478.56%-465.1pp |
| Employer contribution / active EE | $2,721 | $5,873-53.7% | $5,167-47.3% | $4,837-43.8% |
| Participant deferral / active EE | $4,893 | $6,356-23.0% | $5,568-12.1% | $6,341-22.8% |
| Admin fee / account holder | $3,707 | $19,811-81.3% | $16,237-77.2% | $12,309-69.9% |