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 | $103,580 | $159,602-35.1% | $150,045-31.0% | $142,382-27.3% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 13.88% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,559 | $4,961-68.6% | $4,693-66.8% | $4,299-63.7% |
| Participant deferral / active EE | $3,797 | $8,310-54.3% | $7,997-52.5% | $6,507-41.7% |
| Admin fee / account holder | $18,568 | $14,846+25.1% | $13,435+38.2% | $12,624+47.1% |