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 | $117,152 | $177,572-34.0% | $154,803-24.3% | $142,382-17.7% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 16.99% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,166 | $4,810-13.4% | $4,305-3.2% | $4,299-3.1% |
| Participant deferral / active EE | $11,077 | $6,272+76.6% | $5,540+99.9% | $6,507+70.2% |
| Admin fee / account holder | $3,775 | $16,786-77.5% | $14,329-73.7% | $12,624-70.1% |