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 | $108,793 | $179,726-39.5% | $156,263-30.4% | $142,382-23.6% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.9%-6.2pp | 80.1%-7.4pp |
| Annual return | 65.35% | 77.86%-12.5pp | 59.47%+5.9pp | 217.08%-151.7pp |
| Employer contribution / active EE | $2,231 | $5,069-56.0% | $4,333-48.5% | $4,299-48.1% |
| Participant deferral / active EE | $6,549 | $6,956-5.8% | $6,158+6.3% | $6,507+0.6% |
| Admin fee / account holder | $3,150 | $17,272-81.8% | $14,255-77.9% | $12,624-75.0% |