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 | $102,476 | $127,065-19.4% | $113,168-9.4% | $142,382-28.0% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 13.40% | 24.03%-10.6pp | 24.27%-10.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,448 | $3,442-28.9% | $2,975-17.7% | $4,299-43.1% |
| Participant deferral / active EE | $3,690 | $5,716-35.5% | $5,107-27.7% | $6,507-43.3% |
| Admin fee / account holder | $851 | $15,736-94.6% | $12,068-92.9% | $12,624-93.3% |