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 | $137,719 | $177,572-22.4% | $154,803-11.0% | $142,382-3.3% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 14.25% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,116 | $4,810-56.0% | $4,305-50.9% | $4,299-50.8% |
| Participant deferral / active EE | $8,264 | $6,272+31.8% | $5,540+49.2% | $6,507+27.0% |
| Admin fee / account holder | $5,520 | $16,786-67.1% | $14,329-61.5% | $12,624-56.3% |