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 | $131,635 | $176,812-25.6% | $146,665-10.2% | $167,490-21.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.23% | 24.03%-12.8pp | 22.74%-11.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,674 | $5,160-48.2% | $4,136-35.4% | $4,837-44.7% |
| Participant deferral / active EE | $4,564 | $6,440-29.1% | $5,506-17.1% | $6,341-28.0% |
| Admin fee / account holder | $9,664 | $13,259-27.1% | $10,280-6.0% | $12,309-21.5% |