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 | $101,457 | $159,602-36.4% | $150,045-32.4% | $142,382-28.7% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 12.74% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,406 | $4,961-51.5% | $4,693-48.7% | $4,299-44.0% |
| Participant deferral / active EE | $5,326 | $8,310-35.9% | $7,997-33.4% | $6,507-18.2% |
| Admin fee / account holder | $714 | $14,846-95.2% | $13,435-94.7% | $12,624-94.3% |