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 | $123,151 | $177,572-30.6% | $154,803-20.4% | $142,382-13.5% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 16.57% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,009 | $4,810-58.2% | $4,305-53.3% | $4,299-53.3% |
| Participant deferral / active EE | $8,158 | $6,272+30.1% | $5,540+47.2% | $6,507+25.4% |
| Admin fee / account holder | $1,898 | $16,786-88.7% | $14,329-86.8% | $12,624-85.0% |