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 | $109,277 | $179,726-39.2% | $156,263-30.1% | $142,382-23.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 13.23% | 77.86%-64.6pp | 59.47%-46.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,894 | $5,069-42.9% | $4,333-33.2% | $4,299-32.7% |
| Participant deferral / active EE | $5,107 | $6,956-26.6% | $6,158-17.1% | $6,507-21.5% |
| Admin fee / account holder | $115,921 | $17,272+571.1% | $14,255+713.2% | $12,624+818.3% |