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 | $99,342 | $114,381-13.1% | $107,525-7.6% | $142,382-30.2% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 11.69% | 242.71%-231.0pp | 181.32%-169.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,374 | $4,015-65.8% | $3,754-63.4% | $4,299-68.0% |
| Participant deferral / active EE | $5,760 | $5,564+3.5% | $5,116+12.6% | $6,507-11.5% |
| Admin fee / account holder | $23,925 | $9,860+142.6% | $8,919+168.3% | $12,624+89.5% |