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 | $105,381 | $176,056-40.1% | $159,436-33.9% | $167,490-37.1% |
| Participation rate | 81.0% | 84.9%-4.0pp | 82.8%-1.9pp | 82.1%-1.2pp |
| Annual return | 18.29% | 331.75%-313.5pp | 263.57%-245.3pp | 478.56%-460.3pp |
| Employer contribution / active EE | $3,048 | $5,297-42.5% | $4,829-36.9% | $4,837-37.0% |
| Participant deferral / active EE | $6,755 | $7,750-12.8% | $7,352-8.1% | $6,341+6.5% |
| Admin fee / account holder | $7,397 | $12,554-41.1% | $10,799-31.5% | $12,309-39.9% |