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 | $100,679 | $179,726-44.0% | $156,263-35.6% | $142,382-29.3% |
| Participation rate | 95.8% | 82.1%+13.8pp | 78.9%+16.9pp | 80.1%+15.7pp |
| Annual return | 18.39% | 77.86%-59.5pp | 59.47%-41.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,730 | $5,069-65.9% | $4,333-60.1% | $4,299-59.8% |
| Participant deferral / active EE | $4,740 | $6,956-31.9% | $6,158-23.0% | $6,507-27.2% |
| Admin fee / account holder | $8,198 | $17,272-52.5% | $14,255-42.5% | $12,624-35.1% |