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 | $103,501 | $159,602-35.2% | $150,045-31.0% | $142,382-27.3% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.3%-6.1pp | 80.1%-3.9pp |
| Annual return | 27.79% | 70.24%-42.4pp | 62.55%-34.8pp | 217.08%-189.3pp |
| Employer contribution / active EE | $3,635 | $4,961-26.7% | $4,693-22.5% | $4,299-15.4% |
| Participant deferral / active EE | $6,098 | $8,310-26.6% | $7,997-23.8% | $6,507-6.3% |
| Admin fee / account holder | $2,939 | $14,846-80.2% | $13,435-78.1% | $12,624-76.7% |