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 | $111,936 | $159,602-29.9% | $150,045-25.4% | $142,382-21.4% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 18.78% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,686 | $4,961-45.8% | $4,693-42.8% | $4,299-37.5% |
| Participant deferral / active EE | $4,064 | $8,310-51.1% | $7,997-49.2% | $6,507-37.5% |
| Admin fee / account holder | $1,721 | $14,846-88.4% | $13,435-87.2% | $12,624-86.4% |