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 | $104,181 | $127,264-18.1% | $109,895-5.2% | $167,490-37.8% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.2%+5.8pp | 82.1%-2.1pp |
| Annual return | 15.03% | 22.97%-7.9pp | 29.45%-14.4pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,695 | $3,322-49.0% | $2,842-40.4% | $4,837-65.0% |
| Participant deferral / active EE | $2,163 | $4,514-52.1% | $4,048-46.6% | $6,341-65.9% |
| Admin fee / account holder | $8,884 | $7,114+24.9% | $6,066+46.5% | $12,309-27.8% |