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 | $117,765 | $201,272-41.5% | $184,203-36.1% | $145,922-19.3% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 14.90% | 29.00%-14.1pp | 28.81%-13.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,720 | $7,022-75.5% | $6,427-73.2% | $4,660-63.1% |
| Participant deferral / active EE | $4,915 | $9,806-49.9% | $9,131-46.2% | $6,688-26.5% |
| Admin fee / account holder | $5,700 | $16,364-65.2% | $13,901-59.0% | $13,397-57.5% |