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 | $110,349 | $159,901-31.0% | $146,958-24.9% | $145,922-24.4% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 12.65% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,992 | $5,286-62.3% | $4,933-59.6% | $4,660-57.2% |
| Participant deferral / active EE | $8,811 | $8,428+4.5% | $8,070+9.2% | $6,688+31.8% |
| Admin fee / account holder | $15,792 | $15,044+5.0% | $12,998+21.5% | $13,397+17.9% |