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 | $106,542 | $176,812-39.7% | $146,665-27.4% | $167,490-36.4% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 10.32% | 24.03%-13.7pp | 22.74%-12.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $2,459 | $5,160-52.3% | $4,136-40.5% | $4,837-49.2% |
| Participant deferral / active EE | $5,099 | $6,440-20.8% | $5,506-7.4% | $6,341-19.6% |
| Admin fee / account holder | $2,957 | $13,259-77.7% | $10,280-71.2% | $12,309-76.0% |