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 | $115,244 | $148,534-22.4% | $135,903-15.2% | $139,434-17.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 12.53% | 79.19%-66.7pp | 68.23%-55.7pp | 372.94%-360.4pp |
| Employer contribution / active EE | $2,129 | $5,243-59.4% | $4,856-56.2% | $4,751-55.2% |
| Participant deferral / active EE | $8,269 | $8,100+2.1% | $7,758+6.6% | $6,710+23.2% |
| Admin fee / account holder | $99,015 | $12,400+698.5% | $10,762+820.0% | $11,403+768.4% |