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 | $99,013 | $149,734-33.9% | $118,925-16.7% | $158,922-37.7% |
| Participation rate | 76.5% | 82.1%-5.6pp | 75.4%+1.1pp | 82.0%-5.5pp |
| Annual return | 15.13% | 19.95%-4.8pp | 35.88%-20.7pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,729 | $4,115-33.7% | $3,263-16.4% | $4,761-42.7% |
| Participant deferral / active EE | $6,885 | $5,223+31.8% | $4,265+61.4% | $5,982+15.1% |
| Admin fee / account holder | $10,132 | $8,603+17.8% | $6,581+54.0% | $11,246-9.9% |