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 | $98,145 | $175,202-44.0% | $149,673-34.4% | $139,434-29.6% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 15.10% | 166.71%-151.6pp | 134.42%-119.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $3,402 | $5,474-37.8% | $4,818-29.4% | $4,751-28.4% |
| Participant deferral / active EE | $6,655 | $6,519+2.1% | $5,680+17.2% | $6,710-0.8% |
| Admin fee / account holder | $436 | $16,150-97.3% | $13,210-96.7% | $11,403-96.2% |