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 | $104,312 | $157,256-33.7% | $141,162-26.1% | $152,861-31.8% |
| Participation rate | 70.6% | 84.8%-14.2pp | 82.5%-11.9pp | 82.4%-11.9pp |
| Annual return | 24.30% | 64.32%-40.0pp | 71.39%-47.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,714 | $5,261-67.4% | $4,735-63.8% | $4,762-64.0% |
| Participant deferral / active EE | $8,481 | $7,109+19.3% | $6,709+26.4% | $5,850+45.0% |
| Admin fee / account holder | $938 | $12,120-92.3% | $10,261-90.9% | $11,596-91.9% |