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 | $100,503 | $177,572-43.4% | $154,803-35.1% | $142,382-29.4% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 12.66% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,538 | $4,810-68.0% | $4,305-64.3% | $4,299-64.2% |
| Participant deferral / active EE | $1,855 | $6,272-70.4% | $5,540-66.5% | $6,507-71.5% |
| Admin fee / account holder | $15,090 | $16,786-10.1% | $14,329+5.3% | $12,624+19.5% |