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 | $100,930 | $127,065-20.6% | $113,168-10.8% | $142,382-29.1% |
| Participation rate | 73.7% | 79.2%-5.5pp | 76.6%-2.9pp | 80.1%-6.4pp |
| Annual return | 15.13% | 24.03%-8.9pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,464 | $3,442-28.4% | $2,975-17.2% | $4,299-42.7% |
| Participant deferral / active EE | $6,269 | $5,716+9.7% | $5,107+22.8% | $6,507-3.7% |
| Admin fee / account holder | $6,152 | $15,736-60.9% | $12,068-49.0% | $12,624-51.3% |