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 | $114,274 | $172,478-33.7% | $145,661-21.5% | $142,382-19.7% |
| Participation rate | 95.7% | 80.1%+15.6pp | 77.2%+18.4pp | 80.1%+15.5pp |
| Annual return | 18.44% | 151.09%-132.7pp | 101.46%-83.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $4,029 | $4,899-17.8% | $4,238-4.9% | $4,299-6.3% |
| Participant deferral / active EE | $6,879 | $8,348-17.6% | $7,198-4.4% | $6,507+5.7% |
| Admin fee / account holder | $6,851 | $16,864-59.4% | $12,466-45.0% | $12,624-45.7% |