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 | $106,304 | $127,065-16.3% | $113,168-6.1% | $142,382-25.3% |
| Participation rate | 73.3% | 79.2%-5.9pp | 76.6%-3.2pp | 80.1%-6.8pp |
| Annual return | 13.21% | 24.03%-10.8pp | 24.27%-11.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,161 | $3,442-66.3% | $2,975-61.0% | $4,299-73.0% |
| Participant deferral / active EE | $4,878 | $5,716-14.7% | $5,107-4.5% | $6,507-25.0% |
| Admin fee / account holder | $2,249 | $15,736-85.7% | $12,068-81.4% | $12,624-82.2% |