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 | $99,100 | $110,257-10.1% | $96,544+2.6% | $139,434-28.9% |
| Participation rate | 76.2% | 78.1%-1.9pp | 76.0%+0.2pp | 80.3%-4.1pp |
| Annual return | 15.40% | 26.32%-10.9pp | 25.84%-10.4pp | 372.94%-357.5pp |
| Employer contribution / active EE | $912 | $3,620-74.8% | $2,965-69.2% | $4,751-80.8% |
| Participant deferral / active EE | $3,338 | $5,548-39.8% | $4,851-31.2% | $6,710-50.2% |
| Admin fee / account holder | $3,218 | $11,591-72.2% | $8,252-61.0% | $11,403-71.8% |