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 | $117,730 | $165,335-28.8% | $149,696-21.4% | $158,922-25.9% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 11.65% | 348.15%-336.5pp | 276.60%-265.0pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,044 | $5,103-79.5% | $4,644-77.5% | $4,761-78.1% |
| Participant deferral / active EE | $13,165 | $7,181+83.3% | $6,842+92.4% | $5,982+120.1% |
| Admin fee / account holder | $17,617 | $10,807+63.0% | $9,309+89.3% | $11,246+56.7% |