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 | $114,965 | $201,272-42.9% | $184,203-37.6% | $145,922-21.2% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 11.41% | 29.00%-17.6pp | 28.81%-17.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $3,315 | $7,022-52.8% | $6,427-48.4% | $4,660-28.9% |
| Participant deferral / active EE | $6,295 | $9,806-35.8% | $9,131-31.1% | $6,688-5.9% |
| Admin fee / account holder | $1,663 | $16,364-89.8% | $13,901-88.0% | $13,397-87.6% |