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 | $101,553 | $185,822-45.3% | $169,993-40.3% | $139,434-27.2% |
| Participation rate | 93.8% | 87.8%+6.0pp | 87.0%+6.8pp | 80.3%+13.4pp |
| Annual return | 13.48% | 60.50%-47.0pp | 53.37%-39.9pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,959 | $7,590-74.2% | $6,785-71.1% | $4,751-58.8% |
| Participant deferral / active EE | $4,192 | $11,622-63.9% | $10,408-59.7% | $6,710-37.5% |
| Admin fee / account holder | $6,722 | $15,381-56.3% | $12,815-47.5% | $11,403-41.0% |