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 | $106,800 | $159,602-33.1% | $150,045-28.8% | $142,382-25.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 15.21% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,576 | $4,961-68.2% | $4,693-66.4% | $4,299-63.4% |
| Participant deferral / active EE | $6,975 | $8,310-16.1% | $7,997-12.8% | $6,507+7.2% |
| Admin fee / account holder | $5,834 | $14,846-60.7% | $13,435-56.6% | $12,624-53.8% |