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 | $104,277 | $148,534-29.8% | $135,903-23.3% | $139,434-25.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 25.89% | 79.19%-53.3pp | 68.23%-42.3pp | 372.94%-347.1pp |
| Employer contribution / active EE | $3,222 | $5,243-38.6% | $4,856-33.7% | $4,751-32.2% |
| Participant deferral / active EE | $5,796 | $8,100-28.4% | $7,758-25.3% | $6,710-13.6% |
| Admin fee / account holder | $2,647 | $12,400-78.7% | $10,762-75.4% | $11,403-76.8% |