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 | $120,667 | $177,572-32.0% | $154,803-22.1% | $142,382-15.3% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 21.25% | 65.07%-43.8pp | 58.88%-37.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $4,633 | $4,810-3.7% | $4,305+7.6% | $4,299+7.8% |
| Participant deferral / active EE | $8,737 | $6,272+39.3% | $5,540+57.7% | $6,507+34.3% |
| Admin fee / account holder | $13,804 | $16,786-17.8% | $14,329-3.7% | $12,624+9.4% |