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 | $107,535 | $157,256-31.6% | $141,162-23.8% | $152,861-29.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 19.25% | 64.32%-45.1pp | 71.39%-52.1pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,377 | $5,261-73.8% | $4,735-70.9% | $4,762-71.1% |
| Participant deferral / active EE | $4,159 | $7,109-41.5% | $6,709-38.0% | $5,850-28.9% |
| Admin fee / account holder | $6,344 | $12,120-47.7% | $10,261-38.2% | $11,596-45.3% |