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 | $116,767 | $117,983-1.0% | $101,794+14.7% | $142,382-18.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 14.98% | 36.92%-21.9pp | 30.53%-15.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,889 | $2,773-31.9% | $2,289-17.5% | $4,299-56.1% |
| Participant deferral / active EE | $3,166 | $4,714-32.8% | $4,084-22.5% | $6,507-51.3% |
| Admin fee / account holder | $1,276 | $10,433-87.8% | $8,777-85.5% | $12,624-89.9% |