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 | $120,343 | $197,591-39.1% | $177,821-32.3% | $158,922-24.3% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 12.55% | 58.76%-46.2pp | 48.32%-35.8pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,396 | $6,697-64.2% | $5,918-59.5% | $4,761-49.7% |
| Participant deferral / active EE | $5,028 | $8,405-40.2% | $7,714-34.8% | $5,982-15.9% |
| Admin fee / account holder | $33,347 | $15,399+116.5% | $12,427+168.3% | $11,246+196.5% |