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 | $81,423 | $114,381-28.8% | $107,525-24.3% | $142,382-42.8% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 13.12% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $4,506 | $4,015+12.2% | $3,754+20.1% | $4,299+4.8% |
| Participant deferral / active EE | $6,563 | $5,564+17.9% | $5,116+28.3% | $6,507+0.8% |
| Admin fee / account holder | $12,209 | $9,860+23.8% | $8,919+36.9% | $12,624-3.3% |