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 | $101,956 | $159,602-36.1% | $150,045-32.1% | $142,382-28.4% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 19.14% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,676 | $4,961-46.1% | $4,693-43.0% | $4,299-37.8% |
| Participant deferral / active EE | $9,340 | $8,310+12.4% | $7,997+16.8% | $6,507+43.5% |
| Admin fee / account holder | $1,920 | $14,846-87.1% | $13,435-85.7% | $12,624-84.8% |