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 | $110,074 | $159,602-31.0% | $150,045-26.6% | $142,382-22.7% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 21.40% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,641 | $4,961-66.9% | $4,693-65.0% | $4,299-61.8% |
| Participant deferral / active EE | $3,819 | $8,310-54.0% | $7,997-52.2% | $6,507-41.3% |
| Admin fee / account holder | $5,223 | $14,846-64.8% | $13,435-61.1% | $12,624-58.6% |