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 | $115,438 | $176,056-34.4% | $159,436-27.6% | $167,490-31.1% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 16.57% | 331.75%-315.2pp | 263.57%-247.0pp | 478.56%-462.0pp |
| Employer contribution / active EE | $3,865 | $5,297-27.0% | $4,829-20.0% | $4,837-20.1% |
| Participant deferral / active EE | $7,511 | $7,750-3.1% | $7,352+2.2% | $6,341+18.4% |
| Admin fee / account holder | $616 | $12,554-95.1% | $10,799-94.3% | $12,309-95.0% |