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 | $105,646 | $144,119-26.7% | $117,854-10.4% | $147,584-28.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 20.24% | 531.15%-510.9pp | 335.08%-314.8pp | 578.55%-558.3pp |
| Employer contribution / active EE | $2,577 | $4,896-47.4% | $3,786-31.9% | $4,876-47.2% |
| Participant deferral / active EE | $5,838 | $5,316+9.8% | $4,482+30.3% | $5,439+7.3% |
| Admin fee / account holder | $7,604 | $10,886-30.1% | $8,020-5.2% | $10,885-30.1% |