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 9-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 | $95,927 | $210,408-54.4% | $153,485-37.5% | $145,922-34.3% |
| Participation rate | 70.6% | 82.1%-11.5pp | 77.1%-6.5pp | 80.3%-9.7pp |
| Annual return | 16.60% | 13.37%+3.2pp | 15.65%+0.9pp | 561.29%-544.7pp |
| Employer contribution / active EE | $5,118 | $6,048-15.4% | $5,039+1.6% | $4,660+9.8% |
| Participant deferral / active EE | $10,515 | $7,975+31.8% | $6,757+55.6% | $6,688+57.2% |
| Admin fee / account holder | $9,281 | $19,419-52.2% | $12,724-27.1% | $13,397-30.7% |