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 | $106,554 | $117,841-9.6% | $102,423+4.0% | $145,922-27.0% |
| Participation rate | 78.6% | 78.6%0pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 14.57% | 31.65%-17.1pp | 29.32%-14.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $9,541 | $3,615+164.0% | $3,023+215.6% | $4,660+104.8% |
| Participant deferral / active EE | $7,962 | $5,731+38.9% | $5,053+57.6% | $6,688+19.1% |
| Admin fee / account holder | $9,853 | $13,326-26.1% | $9,451+4.3% | $13,397-26.5% |