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 | $103,888 | $181,894-42.9% | $156,549-33.6% | $273,961-62.1% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 57.97% | 30.74%+27.2pp | 32.23%+25.7pp | 41.45%+16.5pp |
| Employer contribution / active EE | $4,596 | $6,248-26.4% | $5,501-16.5% | $4,869-5.6% |
| Participant deferral / active EE | $7,411 | $5,550+33.5% | $4,871+52.2% | $5,287+40.2% |
| Admin fee / account holder | $3,355 | $15,559-78.4% | $13,027-74.2% | $10,132-66.9% |