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 9-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 | $102,835 | $114,381-10.1% | $107,525-4.4% | $142,382-27.8% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 15.23% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,478 | $4,015-38.3% | $3,754-34.0% | $4,299-42.4% |
| Participant deferral / active EE | $10,442 | $5,564+87.7% | $5,116+104.1% | $6,507+60.5% |
| Admin fee / account holder | $8,104 | $9,860-17.8% | $8,919-9.1% | $12,624-35.8% |