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 | $113,614 | $175,202-35.2% | $149,673-24.1% | $139,434-18.5% |
| Participation rate | 78.6% | 83.4%-4.8pp | 78.8%-0.2pp | 80.3%-1.7pp |
| Annual return | 14.19% | 166.71%-152.5pp | 134.42%-120.2pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,879 | $5,474-47.4% | $4,818-40.2% | $4,751-39.4% |
| Participant deferral / active EE | $3,189 | $6,519-51.1% | $5,680-43.9% | $6,710-52.5% |
| Admin fee / account holder | $5,065 | $16,150-68.6% | $13,210-61.7% | $11,403-55.6% |