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 | $104,352 | $93,571+11.5% | $135,903-23.2% | $75,163+38.8% |
| Participation rate | 70.5% | 75.2%-4.7pp | 81.9%-11.5pp | 67.2%+3.3pp |
| Annual return | 17.59% | 30.90%-13.3pp | 68.23%-50.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,611 | $3,537-54.5% | $4,856-66.8% | $2,670-39.7% |
| Participant deferral / active EE | $6,458 | $6,404+0.8% | $7,758-16.8% | $4,125+56.6% |
| Admin fee / account holder | $3,228 | $6,975-53.7% | $10,762-70.0% | $5,651-42.9% |