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 | $110,248 | $162,781-32.3% | $133,956-17.7% | $158,922-30.6% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 14.89% | 41.94%-27.0pp | 45.09%-30.2pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,007 | $4,975-59.7% | $3,919-48.8% | $4,761-57.8% |
| Participant deferral / active EE | $7,649 | $5,911+29.4% | $5,048+51.5% | $5,982+27.9% |
| Admin fee / account holder | $2,168 | $11,736-81.5% | $8,927-75.7% | $11,246-80.7% |