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 | $115,696 | $175,202-34.0% | $149,673-22.7% | $139,434-17.0% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 20.35% | 166.71%-146.4pp | 134.42%-114.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $2,111 | $5,474-61.4% | $4,818-56.2% | $4,751-55.6% |
| Participant deferral / active EE | $9,663 | $6,519+48.2% | $5,680+70.1% | $6,710+44.0% |
| Admin fee / account holder | $6,234 | $16,150-61.4% | $13,210-52.8% | $11,403-45.3% |