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 | $107,527 | $183,519-41.4% | $155,509-30.9% | $145,922-26.3% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 17.06% | 61.17%-44.1pp | 64.67%-47.6pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,120 | $5,313-78.9% | $4,672-76.0% | $4,660-76.0% |
| Participant deferral / active EE | $6,731 | $6,462+4.2% | $5,626+19.6% | $6,688+0.6% |
| Admin fee / account holder | $6,427 | $19,313-66.7% | $15,912-59.6% | $13,397-52.0% |