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 | $123,018 | $157,256-21.8% | $141,162-12.9% | $152,861-19.5% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 22.60% | 64.32%-41.7pp | 71.39%-48.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,922 | $5,261-44.4% | $4,735-38.3% | $4,762-38.6% |
| Participant deferral / active EE | $6,737 | $7,109-5.2% | $6,709+0.4% | $5,850+15.2% |
| Admin fee / account holder | $5,346 | $12,120-55.9% | $10,261-47.9% | $11,596-53.9% |