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 | $126,050 | $179,726-29.9% | $156,263-19.3% | $142,382-11.5% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.9%+15.8pp | 80.1%+14.6pp |
| Annual return | 14.62% | 77.86%-63.2pp | 59.47%-44.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,299 | $5,069-54.7% | $4,333-46.9% | $4,299-46.5% |
| Participant deferral / active EE | $8,236 | $6,956+18.4% | $6,158+33.7% | $6,507+26.6% |
| Admin fee / account holder | $9,748 | $17,272-43.6% | $14,255-31.6% | $12,624-22.8% |