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 | $98,563 | $148,534-33.6% | $135,903-27.5% | $139,434-29.3% |
| Participation rate | 73.7% | 83.9%-10.2pp | 81.9%-8.2pp | 80.3%-6.6pp |
| Annual return | 16.35% | 79.19%-62.8pp | 68.23%-51.9pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,115 | $5,243-59.7% | $4,856-56.5% | $4,751-55.5% |
| Participant deferral / active EE | $4,388 | $8,100-45.8% | $7,758-43.4% | $6,710-34.6% |
| Admin fee / account holder | $3,515 | $12,400-71.7% | $10,762-67.3% | $11,403-69.2% |