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 | $108,537 | $177,572-38.9% | $154,803-29.9% | $142,382-23.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 27.41% | 65.07%-37.7pp | 58.88%-31.5pp | 217.08%-189.7pp |
| Employer contribution / active EE | $2,374 | $4,810-50.7% | $4,305-44.9% | $4,299-44.8% |
| Participant deferral / active EE | $6,282 | $6,272+0.2% | $5,540+13.4% | $6,507-3.5% |
| Admin fee / account holder | $4,811 | $16,786-71.3% | $14,329-66.4% | $12,624-61.9% |