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 | $116,576 | $111,754+4.3% | $103,333+12.8% | $145,922-20.1% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.5%+20.5pp | 80.3%+14.7pp |
| Annual return | 11.00% | 24.77%-13.8pp | 24.88%-13.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,824 | $4,212-33.0% | $3,868-27.0% | $4,660-39.4% |
| Participant deferral / active EE | $4,970 | $5,619-11.6% | $5,057-1.7% | $6,688-25.7% |
| Admin fee / account holder | $489 | $9,750-95.0% | $8,355-94.2% | $13,397-96.4% |