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 | $101,487 | $159,901-36.5% | $146,958-30.9% | $145,922-30.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.59% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,072 | $5,286-41.9% | $4,933-37.7% | $4,660-34.1% |
| Participant deferral / active EE | $8,784 | $8,428+4.2% | $8,070+8.8% | $6,688+31.3% |
| Admin fee / account holder | $8,639 | $15,044-42.6% | $12,998-33.5% | $13,397-35.5% |