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 | $113,514 | $94,752+19.8% | $112,887+0.6% | $139,434-18.6% |
| Participation rate | 91.3% | 81.3%+10.1pp | 80.5%+10.8pp | 80.3%+11.0pp |
| Annual return | 14.12% | 40.88%-26.8pp | 34.10%-20.0pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,348 | $4,625-49.2% | $4,563-48.6% | $4,751-50.6% |
| Participant deferral / active EE | $7,542 | $6,512+15.8% | $6,513+15.8% | $6,710+12.4% |
| Admin fee / account holder | $2,014 | $8,527-76.4% | $7,047-71.4% | $11,403-82.3% |