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 | $110,200 | $179,726-38.7% | $156,263-29.5% | $142,382-22.6% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 17.11% | 77.86%-60.7pp | 59.47%-42.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,623 | $5,069-28.5% | $4,333-16.4% | $4,299-15.7% |
| Participant deferral / active EE | $5,545 | $6,956-20.3% | $6,158-10.0% | $6,507-14.8% |
| Admin fee / account holder | $1,368 | $17,272-92.1% | $14,255-90.4% | $12,624-89.2% |