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 | $101,631 | $179,726-43.5% | $156,263-35.0% | $142,382-28.6% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.9%+7.8pp | 80.1%+6.5pp |
| Annual return | 16.35% | 77.86%-61.5pp | 59.47%-43.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $4,302 | $5,069-15.1% | $4,333-0.7% | $4,299+0.1% |
| Participant deferral / active EE | $7,854 | $6,956+12.9% | $6,158+27.5% | $6,507+20.7% |
| Admin fee / account holder | $9,691 | $17,272-43.9% | $14,255-32.0% | $12,624-23.2% |