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 | $109,765 | $118,849-7.6% | $96,562+13.7% | $167,490-34.5% |
| Participation rate | 71.4% | 75.5%-4.0pp | 69.8%+1.6pp | 82.1%-10.7pp |
| Annual return | 13.70% | 50.49%-36.8pp | 37.78%-24.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $932 | $3,120-70.1% | $2,356-60.5% | $4,837-80.7% |
| Participant deferral / active EE | $2,278 | $4,616-50.6% | $3,849-40.8% | $6,341-64.1% |
| Admin fee / account holder | $2,133 | $8,065-73.6% | $6,181-65.5% | $12,309-82.7% |