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 | $115,187 | $201,272-42.8% | $184,203-37.5% | $145,922-21.1% |
| Participation rate | 85.0% | 87.5%-2.5pp | 86.8%-1.8pp | 80.3%+4.7pp |
| Annual return | 17.20% | 29.00%-11.8pp | 28.81%-11.6pp | 561.29%-544.1pp |
| Employer contribution / active EE | $4,159 | $7,022-40.8% | $6,427-35.3% | $4,660-10.8% |
| Participant deferral / active EE | $10,270 | $9,806+4.7% | $9,131+12.5% | $6,688+53.6% |
| Admin fee / account holder | $41,712 | $16,364+154.9% | $13,901+200.1% | $13,397+211.4% |