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 6-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 | $101,690 | $148,534-31.5% | $135,903-25.2% | $139,434-27.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 19.82% | 79.19%-59.4pp | 68.23%-48.4pp | 372.94%-353.1pp |
| Employer contribution / active EE | $10,725 | $5,243+104.6% | $4,856+120.9% | $4,751+125.7% |
| Participant deferral / active EE | $17,020 | $8,100+110.1% | $7,758+119.4% | $6,710+153.6% |
| Admin fee / account holder | $12,968 | $12,400+4.6% | $10,762+20.5% | $11,403+13.7% |