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 | $101,306 | $159,901-36.6% | $146,958-31.1% | $145,922-30.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 14.53% | 98.13%-83.6pp | 418.34%-403.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $4,850 | $5,286-8.3% | $4,933-1.7% | $4,660+4.1% |
| Participant deferral / active EE | $9,910 | $8,428+17.6% | $8,070+22.8% | $6,688+48.2% |
| Admin fee / account holder | $4,765 | $15,044-68.3% | $12,998-63.3% | $13,397-64.4% |