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 | $112,356 | $175,202-35.9% | $149,673-24.9% | $139,434-19.4% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 21.49% | 166.71%-145.2pp | 134.42%-112.9pp | 372.94%-351.5pp |
| Employer contribution / active EE | $4,085 | $5,474-25.4% | $4,818-15.2% | $4,751-14.0% |
| Participant deferral / active EE | $6,909 | $6,519+6.0% | $5,680+21.6% | $6,710+3.0% |
| Admin fee / account holder | $6,666 | $16,150-58.7% | $13,210-49.5% | $11,403-41.5% |