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 | $100,619 | $177,572-43.3% | $154,803-35.0% | $142,382-29.3% |
| Participation rate | 77.3% | 82.1%-4.8pp | 78.1%-0.8pp | 80.1%-2.8pp |
| Annual return | 16.57% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $5,066 | $4,810+5.3% | $4,305+17.7% | $4,299+17.8% |
| Participant deferral / active EE | $4,381 | $6,272-30.2% | $5,540-20.9% | $6,507-32.7% |
| Admin fee / account holder | $9,757 | $16,786-41.9% | $14,329-31.9% | $12,624-22.7% |