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 | $106,381 | $159,602-33.3% | $150,045-29.1% | $142,382-25.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 21.49% | 70.24%-48.7pp | 62.55%-41.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $3,983 | $4,961-19.7% | $4,693-15.1% | $4,299-7.4% |
| Participant deferral / active EE | $11,936 | $8,310+43.6% | $7,997+49.3% | $6,507+83.4% |
| Admin fee / account holder | $16,020 | $14,846+7.9% | $13,435+19.2% | $12,624+26.9% |