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 | $115,356 | $115,770-0.4% | $101,248+13.9% | $158,922-27.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 12.32% | 56.14%-43.8pp | 46.47%-34.1pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,515 | $4,175-63.7% | $3,660-58.6% | $4,761-68.2% |
| Participant deferral / active EE | $3,696 | $4,957-25.4% | $4,370-15.4% | $5,982-38.2% |
| Admin fee / account holder | $2,389 | $7,245-67.0% | $5,945-59.8% | $11,246-78.8% |