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 | $119,047 | $177,572-33.0% | $154,803-23.1% | $142,382-16.4% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 15.04% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,680 | $4,810-44.3% | $4,305-37.8% | $4,299-37.7% |
| Participant deferral / active EE | $6,418 | $6,272+2.3% | $5,540+15.8% | $6,507-1.4% |
| Admin fee / account holder | $22,665 | $16,786+35.0% | $14,329+58.2% | $12,624+79.5% |