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 | $134,389 | $177,572-24.3% | $154,803-13.2% | $142,382-5.6% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.1%+10.2pp | 80.1%+8.1pp |
| Annual return | 15.99% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,922 | $4,810+2.3% | $4,305+14.3% | $4,299+14.5% |
| Participant deferral / active EE | $5,510 | $6,272-12.1% | $5,540-0.5% | $6,507-15.3% |
| Admin fee / account holder | $47,459 | $16,786+182.7% | $14,329+231.2% | $12,624+276.0% |