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 | $110,608 | $154,117-28.2% | $129,995-14.9% | $139,434-20.7% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 16.60% | 32.48%-15.9pp | -137.18%+153.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,717 | $5,289-48.6% | $4,320-37.1% | $4,751-42.8% |
| Participant deferral / active EE | $3,432 | $6,710-48.8% | $5,820-41.0% | $6,710-48.8% |
| Admin fee / account holder | $27,569 | $14,007+96.8% | $10,614+159.7% | $11,403+141.8% |