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 | $105,134 | $183,519-42.7% | $155,509-32.4% | $145,922-28.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.84% | 61.17%-48.3pp | 64.67%-51.8pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,006 | $5,313-62.2% | $4,672-57.1% | $4,660-56.9% |
| Participant deferral / active EE | $5,167 | $6,462-20.0% | $5,626-8.2% | $6,688-22.7% |
| Admin fee / account holder | $42,006 | $19,313+117.5% | $15,912+164.0% | $13,397+213.5% |