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 | $106,417 | $190,805-44.2% | $159,960-33.5% | $134,475-20.9% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | 5.50% | 552.23%-546.7pp | 408.60%-403.1pp | 417.96%-412.5pp |
| Employer contribution / active EE | $4,090 | $4,995-18.1% | $4,226-3.2% | $4,740-13.7% |
| Participant deferral / active EE | $3,939 | $6,923-43.1% | $6,182-36.3% | $6,400-38.5% |
| Admin fee / account holder | $21,301 | $10,471+103.4% | $8,698+144.9% | $11,426+86.4% |