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 | $116,766 | $148,534-21.4% | $135,903-14.1% | $139,434-16.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 14.25% | 79.19%-64.9pp | 68.23%-54.0pp | 372.94%-358.7pp |
| Employer contribution / active EE | $3,433 | $5,243-34.5% | $4,856-29.3% | $4,751-27.7% |
| Participant deferral / active EE | $11,070 | $8,100+36.7% | $7,758+42.7% | $6,710+65.0% |
| Admin fee / account holder | $56,168 | $12,400+353.0% | $10,762+421.9% | $11,403+392.6% |