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 | $101,700 | $179,726-43.4% | $156,263-34.9% | $142,382-28.6% |
| Participation rate | 81.8% | 82.1%-0.3pp | 78.9%+2.9pp | 80.1%+1.7pp |
| Annual return | 16.59% | 77.86%-61.3pp | 59.47%-42.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,786 | $5,069-64.8% | $4,333-58.8% | $4,299-58.5% |
| Participant deferral / active EE | $4,306 | $6,956-38.1% | $6,158-30.1% | $6,507-33.8% |
| Admin fee / account holder | $5,878 | $17,272-66.0% | $14,255-58.8% | $12,624-53.4% |