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 3-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 | $106,938 | $148,534-28.0% | $135,903-21.3% | $139,434-23.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 15.44% | 79.19%-63.8pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $7,780 | $5,243+48.4% | $4,856+60.2% | $4,751+63.8% |
| Participant deferral / active EE | $12,417 | $8,100+53.3% | $7,758+60.1% | $6,710+85.0% |
| Admin fee / account holder | $73,457 | $12,400+492.4% | $10,762+582.6% | $11,403+544.2% |