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 | $128,942 | $177,572-27.4% | $154,803-16.7% | $142,382-9.4% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 14.62% | 65.07%-50.5pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,692 | $4,810-44.0% | $4,305-37.5% | $4,299-37.4% |
| Participant deferral / active EE | $6,618 | $6,272+5.5% | $5,540+19.4% | $6,507+1.7% |
| Admin fee / account holder | $5,501 | $16,786-67.2% | $14,329-61.6% | $12,624-56.4% |