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 | $101,224 | $127,065-20.3% | $113,168-10.6% | $142,382-28.9% |
| Participation rate | 76.5% | 79.2%-2.7pp | 76.6%-0.1pp | 80.1%-3.6pp |
| Annual return | 16.86% | 24.03%-7.2pp | 24.27%-7.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,676 | $3,442-22.3% | $2,975-10.1% | $4,299-37.8% |
| Participant deferral / active EE | $6,042 | $5,716+5.7% | $5,107+18.3% | $6,507-7.2% |
| Admin fee / account holder | $1,704 | $15,736-89.2% | $12,068-85.9% | $12,624-86.5% |