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 | $110,076 | $162,781-32.4% | $133,956-17.8% | $158,922-30.7% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 9.71% | 41.94%-32.2pp | 45.09%-35.4pp | 302.83%-293.1pp |
| Employer contribution / active EE | $940 | $4,975-81.1% | $3,919-76.0% | $4,761-80.3% |
| Participant deferral / active EE | $5,367 | $5,911-9.2% | $5,048+6.3% | $5,982-10.3% |
| Admin fee / account holder | $20,525 | $11,736+74.9% | $8,927+129.9% | $11,246+82.5% |