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 | $114,913 | $201,272-42.9% | $184,203-37.6% | $145,922-21.3% |
| Participation rate | 86.4% | 87.5%-1.1pp | 86.8%-0.5pp | 80.3%+6.1pp |
| Annual return | 14.92% | 29.00%-14.1pp | 28.81%-13.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,136 | $7,022-69.6% | $6,427-66.8% | $4,660-54.2% |
| Participant deferral / active EE | $16,407 | $9,806+67.3% | $9,131+79.7% | $6,688+145.3% |
| Admin fee / account holder | $21,891 | $16,364+33.8% | $13,901+57.5% | $13,397+63.4% |