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 | $101,513 | $103,376-1.8% | $87,100+16.5% | $152,861-33.6% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 21.02% | 28.10%-7.1pp | 28.19%-7.2pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,762 | $3,220-45.3% | $2,521-30.1% | $4,762-63.0% |
| Participant deferral / active EE | $2,629 | $4,778-45.0% | $4,049-35.1% | $5,850-55.1% |
| Admin fee / account holder | $590 | $12,205-95.2% | $7,497-92.1% | $11,596-94.9% |