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 | $102,028 | $175,202-41.8% | $149,673-31.8% | $139,434-26.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 15.16% | 166.71%-151.5pp | 134.42%-119.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,633 | $5,474-70.2% | $4,818-66.1% | $4,751-65.6% |
| Participant deferral / active EE | $2,037 | $6,519-68.8% | $5,680-64.1% | $6,710-69.6% |
| Admin fee / account holder | $809 | $16,150-95.0% | $13,210-93.9% | $11,403-92.9% |