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 5-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 | $101,917 | $80,968+25.9% | $96,544+5.6% | $75,163+35.6% |
| Participation rate | 70.5% | 71.8%-1.3pp | 76.0%-5.5pp | 67.2%+3.3pp |
| Annual return | 15.15% | 27.06%-11.9pp | 25.84%-10.7pp | 160.62%-145.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,259 | $3,928+59.3% | $4,851+29.0% | $4,125+51.7% |
| Admin fee / account holder | $9,098 | $6,724+35.3% | $8,252+10.2% | $5,651+61.0% |