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 6-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 | $103,036 | $114,381-9.9% | $107,525-4.2% | $142,382-27.6% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 12.93% | 242.71%-229.8pp | 181.32%-168.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,660 | $4,015-33.7% | $3,754-29.1% | $4,299-38.1% |
| Participant deferral / active EE | $7,287 | $5,564+31.0% | $5,116+42.4% | $6,507+12.0% |
| Admin fee / account holder | $28,431 | $9,860+188.3% | $8,919+218.8% | $12,624+125.2% |