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 7-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 | $103,231 | $159,602-35.3% | $150,045-31.2% | $142,382-27.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 13.57% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $5,114 | $4,961+3.1% | $4,693+9.0% | $4,299+19.0% |
| Participant deferral / active EE | $7,166 | $8,310-13.8% | $7,997-10.4% | $6,507+10.1% |
| Admin fee / account holder | $1,077 | $14,846-92.7% | $13,435-92.0% | $12,624-91.5% |