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 4-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 | $109,422 | $114,381-4.3% | $107,525+1.8% | $142,382-23.1% |
| Participation rate | 70.6% | 78.1%-7.5pp | 75.1%-4.5pp | 80.1%-9.5pp |
| Annual return | 11.90% | 242.71%-230.8pp | 181.32%-169.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,583 | $4,015-35.7% | $3,754-31.2% | $4,299-39.9% |
| Participant deferral / active EE | $4,682 | $5,564-15.9% | $5,116-8.5% | $6,507-28.1% |
| Admin fee / account holder | $1,576 | $9,860-84.0% | $8,919-82.3% | $12,624-87.5% |