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 | $114,417 | $148,534-23.0% | $135,903-15.8% | $139,434-17.9% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 16.82% | 79.19%-62.4pp | 68.23%-51.4pp | 372.94%-356.1pp |
| Employer contribution / active EE | $3,302 | $5,243-37.0% | $4,856-32.0% | $4,751-30.5% |
| Participant deferral / active EE | $8,280 | $8,100+2.2% | $7,758+6.7% | $6,710+23.4% |
| Admin fee / account holder | $6,186 | $12,400-50.1% | $10,762-42.5% | $11,403-45.7% |