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 | $114,066 | $177,572-35.8% | $154,803-26.3% | $142,382-19.9% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 18.41% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,966 | $4,810-59.1% | $4,305-54.3% | $4,299-54.3% |
| Participant deferral / active EE | $6,206 | $6,272-1.0% | $5,540+12.0% | $6,507-4.6% |
| Admin fee / account holder | $2,357 | $16,786-86.0% | $14,329-83.6% | $12,624-81.3% |