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 | $118,487 | $183,519-35.4% | $155,509-23.8% | $145,922-18.8% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 13.27% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,571 | $5,313-51.6% | $4,672-45.0% | $4,660-44.8% |
| Participant deferral / active EE | $7,264 | $6,462+12.4% | $5,626+29.1% | $6,688+8.6% |
| Admin fee / account holder | $6,236 | $19,313-67.7% | $15,912-60.8% | $13,397-53.5% |