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 | $106,835 | $177,572-39.8% | $154,803-31.0% | $142,382-25.0% |
| Participation rate | 76.9% | 82.1%-5.1pp | 78.1%-1.1pp | 80.1%-3.2pp |
| Annual return | 17.00% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,108 | $4,810-56.2% | $4,305-51.0% | $4,299-51.0% |
| Participant deferral / active EE | $6,387 | $6,272+1.8% | $5,540+15.3% | $6,507-1.8% |
| Admin fee / account holder | $1,426 | $16,786-91.5% | $14,329-90.0% | $12,624-88.7% |