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 | $102,879 | $175,202-41.3% | $149,673-31.3% | $139,434-26.2% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 20.12% | 166.71%-146.6pp | 134.42%-114.3pp | 372.94%-352.8pp |
| Employer contribution / active EE | $2,222 | $5,474-59.4% | $4,818-53.9% | $4,751-53.2% |
| Participant deferral / active EE | $6,217 | $6,519-4.6% | $5,680+9.5% | $6,710-7.3% |
| Admin fee / account holder | $313 | $16,150-98.1% | $13,210-97.6% | $11,403-97.3% |