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 | $128,008 | $157,256-18.6% | $141,162-9.3% | $152,861-16.3% |
| Participation rate | 95.2% | 84.8%+10.4pp | 82.5%+12.8pp | 82.4%+12.8pp |
| Annual return | 20.24% | 64.32%-44.1pp | 71.39%-51.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $2,943 | $5,261-44.1% | $4,735-37.8% | $4,762-38.2% |
| Participant deferral / active EE | $7,538 | $7,109+6.0% | $6,709+12.4% | $5,850+28.9% |
| Admin fee / account holder | $2,968 | $12,120-75.5% | $10,261-71.1% | $11,596-74.4% |