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 | $103,307 | $124,319-16.9% | $111,297-7.2% | $167,490-38.3% |
| Participation rate | 95.2% | 79.6%+15.6pp | 77.3%+17.9pp | 82.1%+13.1pp |
| Annual return | 18.11% | 37.44%-19.3pp | 54.65%-36.5pp | 478.56%-460.5pp |
| Employer contribution / active EE | $804 | $3,435-76.6% | $2,731-70.6% | $4,837-83.4% |
| Participant deferral / active EE | $3,169 | $5,180-38.8% | $4,487-29.4% | $6,341-50.0% |
| Admin fee / account holder | $3,415 | $10,618-67.8% | $7,964-57.1% | $12,309-72.3% |