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 | $107,448 | $157,256-31.7% | $141,162-23.9% | $152,861-29.7% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 23.31% | 64.32%-41.0pp | 71.39%-48.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $6,818 | $5,261+29.6% | $4,735+44.0% | $4,762+43.2% |
| Participant deferral / active EE | $3,987 | $7,109-43.9% | $6,709-40.6% | $5,850-31.8% |
| Admin fee / account holder | $3,078 | $12,120-74.6% | $10,261-70.0% | $11,596-73.5% |