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 | $113,990 | $152,587-25.3% | $125,175-8.9% | $152,861-25.4% |
| Participation rate | 70.0% | 83.3%-13.3pp | 79.8%-9.8pp | 82.4%-12.4pp |
| Annual return | 21.65% | 54.84%-33.2pp | 43.79%-22.1pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,077 | $4,946-78.2% | $3,865-72.1% | $4,762-77.4% |
| Participant deferral / active EE | $3,493 | $5,868-40.5% | $4,937-29.2% | $5,850-40.3% |
| Admin fee / account holder | $10,460 | $13,434-22.1% | $9,702+7.8% | $11,596-9.8% |