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 7-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 | $117,306 | $114,381+2.6% | $107,525+9.1% | $142,382-17.6% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 17.26% | 242.71%-225.4pp | 181.32%-164.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,488 | $4,015-62.9% | $3,754-60.4% | $4,299-65.4% |
| Participant deferral / active EE | $2,532 | $5,564-54.5% | $5,116-50.5% | $6,507-61.1% |
| Admin fee / account holder | $7,954 | $9,860-19.3% | $8,919-10.8% | $12,624-37.0% |