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 | $130,441 | $176,056-25.9% | $159,436-18.2% | $167,490-22.1% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 11.45% | 331.75%-320.3pp | 263.57%-252.1pp | 478.56%-467.1pp |
| Employer contribution / active EE | $1,778 | $5,297-66.4% | $4,829-63.2% | $4,837-63.3% |
| Participant deferral / active EE | $5,488 | $7,750-29.2% | $7,352-25.4% | $6,341-13.5% |
| Admin fee / account holder | $12,932 | $12,554+3.0% | $10,799+19.8% | $12,309+5.1% |