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 | $108,414 | $152,587-28.9% | $125,175-13.4% | $152,861-29.1% |
| Participation rate | 73.7% | 83.3%-9.7pp | 79.8%-6.1pp | 82.4%-8.8pp |
| Annual return | 26.65% | 54.84%-28.2pp | 43.79%-17.1pp | 345.32%-318.7pp |
| Employer contribution / active EE | $2,831 | $4,946-42.8% | $3,865-26.8% | $4,762-40.6% |
| Participant deferral / active EE | $6,281 | $5,868+7.0% | $4,937+27.2% | $5,850+7.4% |
| Admin fee / account holder | $840 | $13,434-93.7% | $9,702-91.3% | $11,596-92.8% |