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 | $120,272 | $106,584+12.8% | $101,326+18.7% | $142,382-15.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 14.13% | 36.93%-22.8pp | 36.82%-22.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,640 | $3,956-8.0% | $3,665-0.7% | $4,299-15.3% |
| Participant deferral / active EE | $5,597 | $8,297-32.5% | $7,994-30.0% | $6,507-14.0% |
| Admin fee / account holder | $4,036 | $11,446-64.7% | $11,185-63.9% | $12,624-68.0% |