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 | $102,162 | $228,332-55.3% | $185,823-45.0% | $158,922-35.7% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 14.98% | 40.80%-25.8pp | 35.95%-21.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,593 | $4,967-67.9% | $4,087-61.0% | $4,761-66.5% |
| Participant deferral / active EE | $6,095 | $6,415-5.0% | $5,632+8.2% | $5,982+1.9% |
| Admin fee / account holder | $1,136 | $11,864-90.4% | $9,500-88.0% | $11,246-89.9% |