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 | $105,649 | $165,984-36.3% | $164,813-35.9% | $145,922-27.6% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 11.38% | 100.03%-88.7pp | 69.93%-58.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,551 | $5,273-70.6% | $4,341-64.3% | $4,660-66.7% |
| Participant deferral / active EE | $2,549 | $6,959-63.4% | $6,031-57.7% | $6,688-61.9% |
| Admin fee / account holder | $1,373 | $16,648-91.8% | $12,690-89.2% | $13,397-89.8% |