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 | $102,526 | $176,812-42.0% | $146,665-30.1% | $167,490-38.8% |
| Participation rate | 72.7% | 83.6%-10.9pp | 80.1%-7.3pp | 82.1%-9.4pp |
| Annual return | 10.71% | 24.03%-13.3pp | 22.74%-12.0pp | 478.56%-467.8pp |
| Employer contribution / active EE | $2,809 | $5,160-45.6% | $4,136-32.1% | $4,837-41.9% |
| Participant deferral / active EE | $6,230 | $6,440-3.2% | $5,506+13.2% | $6,341-1.7% |
| Admin fee / account holder | $30,862 | $13,259+132.8% | $10,280+200.2% | $12,309+150.7% |