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 | $121,003 | $117,841+2.7% | $102,423+18.1% | $145,922-17.1% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.5pp |
| Annual return | 14.08% | 31.65%-17.6pp | 29.32%-15.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,779 | $3,615-23.1% | $3,023-8.1% | $4,660-40.4% |
| Participant deferral / active EE | $2,055 | $5,731-64.1% | $5,053-59.3% | $6,688-69.3% |
| Admin fee / account holder | $353 | $13,326-97.4% | $9,451-96.3% | $13,397-97.4% |