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 | $99,893 | $135,952-26.5% | $123,892-19.4% | $273,961-63.5% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 10.07% | 56.63%-46.6pp | 47.52%-37.4pp | 41.45%-31.4pp |
| Employer contribution / active EE | $3,625 | $5,170-29.9% | $4,617-21.5% | $4,869-25.5% |
| Participant deferral / active EE | $6,229 | $6,343-1.8% | $5,984+4.1% | $5,287+17.8% |
| Admin fee / account holder | $2,511 | $9,817-74.4% | $8,357-69.9% | $10,132-75.2% |