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 | $128,979 | $201,272-35.9% | $184,203-30.0% | $145,922-11.6% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 10.80% | 29.00%-18.2pp | 28.81%-18.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $9,438 | $7,022+34.4% | $6,427+46.9% | $4,660+102.6% |
| Participant deferral / active EE | $13,023 | $9,806+32.8% | $9,131+42.6% | $6,688+94.7% |
| Admin fee / account holder | $20,083 | $16,364+22.7% | $13,901+44.5% | $13,397+49.9% |