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 | $109,924 | $179,726-38.8% | $156,263-29.7% | $142,382-22.8% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 15.74% | 77.86%-62.1pp | 59.47%-43.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,955 | $5,069-41.7% | $4,333-31.8% | $4,299-31.3% |
| Participant deferral / active EE | $5,625 | $6,956-19.1% | $6,158-8.7% | $6,507-13.6% |
| Admin fee / account holder | $3,932 | $17,272-77.2% | $14,255-72.4% | $12,624-68.9% |