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 | $115,110 | $110,257+4.4% | $96,544+19.2% | $139,434-17.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 13.93% | 26.32%-12.4pp | 25.84%-11.9pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,346 | $3,620-62.8% | $2,965-54.6% | $4,751-71.7% |
| Participant deferral / active EE | $2,523 | $5,548-54.5% | $4,851-48.0% | $6,710-62.4% |
| Admin fee / account holder | $2,374 | $11,591-79.5% | $8,252-71.2% | $11,403-79.2% |