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 | $110,709 | $159,602-30.6% | $150,045-26.2% | $142,382-22.2% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 16.83% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,615 | $4,961-67.4% | $4,693-65.6% | $4,299-62.4% |
| Participant deferral / active EE | $8,880 | $8,310+6.9% | $7,997+11.0% | $6,507+36.5% |
| Admin fee / account holder | $4,202 | $14,846-71.7% | $13,435-68.7% | $12,624-66.7% |