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 | $112,550 | $159,602-29.5% | $150,045-25.0% | $142,382-21.0% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.3%-5.0pp | 80.1%-2.8pp |
| Annual return | 15.62% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,147 | $4,961-36.6% | $4,693-32.9% | $4,299-26.8% |
| Participant deferral / active EE | $8,925 | $8,310+7.4% | $7,997+11.6% | $6,507+37.2% |
| Admin fee / account holder | $3,183 | $14,846-78.6% | $13,435-76.3% | $12,624-74.8% |