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 | $115,004 | $148,534-22.6% | $135,903-15.4% | $139,434-17.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 18.37% | 79.19%-60.8pp | 68.23%-49.9pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,719 | $5,243-67.2% | $4,856-64.6% | $4,751-63.8% |
| Participant deferral / active EE | $6,034 | $8,100-25.5% | $7,758-22.2% | $6,710-10.1% |
| Admin fee / account holder | $9,778 | $12,400-21.1% | $10,762-9.1% | $11,403-14.2% |