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 | $108,408 | $124,319-12.8% | $111,297-2.6% | $167,490-35.3% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 17.25% | 37.44%-20.2pp | 54.65%-37.4pp | 478.56%-461.3pp |
| Employer contribution / active EE | $2,171 | $3,435-36.8% | $2,731-20.5% | $4,837-55.1% |
| Participant deferral / active EE | $3,227 | $5,180-37.7% | $4,487-28.1% | $6,341-49.1% |
| Admin fee / account holder | $656 | $10,618-93.8% | $7,964-91.8% | $12,309-94.7% |