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 | $111,279 | $179,726-38.1% | $156,263-28.8% | $142,382-21.8% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 12.16% | 77.86%-65.7pp | 59.47%-47.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,909 | $5,069-62.3% | $4,333-55.9% | $4,299-55.6% |
| Participant deferral / active EE | $11,120 | $6,956+59.9% | $6,158+80.6% | $6,507+70.9% |
| Admin fee / account holder | $10,881 | $17,272-37.0% | $14,255-23.7% | $12,624-13.8% |