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 | $110,721 | $157,256-29.6% | $141,162-21.6% | $152,861-27.6% |
| Participation rate | 78.6% | 84.8%-6.2pp | 82.5%-3.9pp | 82.4%-3.9pp |
| Annual return | 20.90% | 64.32%-43.4pp | 71.39%-50.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $3,327 | $5,261-36.8% | $4,735-29.7% | $4,762-30.1% |
| Participant deferral / active EE | $7,919 | $7,109+11.4% | $6,709+18.0% | $5,850+35.4% |
| Admin fee / account holder | $10,863 | $12,120-10.4% | $10,261+5.9% | $11,596-6.3% |