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 | $163,386 | $227,553-28.2% | $189,557-13.8% | $167,490-2.5% |
| Participation rate | 94.7% | 82.5%+12.2pp | 78.4%+16.3pp | 82.1%+12.6pp |
| Annual return | 10.59% | 78.40%-67.8pp | 64.17%-53.6pp | 478.56%-468.0pp |
| Employer contribution / active EE | $3,227 | $5,316-39.3% | $4,412-26.9% | $4,837-33.3% |
| Participant deferral / active EE | $8,099 | $7,002+15.7% | $6,174+31.2% | $6,341+27.7% |
| Admin fee / account holder | $18,803 | $11,878+58.3% | $9,807+91.7% | $12,309+52.8% |