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 | $109,926 | $165,335-33.5% | $149,696-26.6% | $158,922-30.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 17.46% | 348.15%-330.7pp | 276.60%-259.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,563 | $5,103-69.4% | $4,644-66.3% | $4,761-67.2% |
| Participant deferral / active EE | $2,943 | $7,181-59.0% | $6,842-57.0% | $5,982-50.8% |
| Admin fee / account holder | $4,108 | $10,807-62.0% | $9,309-55.9% | $11,246-63.5% |