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 | $105,912 | $214,378-50.6% | $200,582-47.2% | $142,382-25.6% |
| Participation rate | 72.7% | 87.4%-14.7pp | 86.9%-14.2pp | 80.1%-7.4pp |
| Annual return | 15.20% | 46.41%-31.2pp | 42.33%-27.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,809 | $6,841-58.9% | $6,419-56.2% | $4,299-34.7% |
| Participant deferral / active EE | $3,746 | $9,865-62.0% | $9,331-59.9% | $6,507-42.4% |
| Admin fee / account holder | $43,231 | $17,692+144.4% | $16,305+165.1% | $12,624+242.5% |