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 | $115,281 | $179,726-35.9% | $156,263-26.2% | $142,382-19.0% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 16.69% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $4,387 | $5,069-13.5% | $4,333+1.2% | $4,299+2.0% |
| Participant deferral / active EE | $12,665 | $6,956+82.1% | $6,158+105.7% | $6,507+94.6% |
| Admin fee / account holder | $10,951 | $17,272-36.6% | $14,255-23.2% | $12,624-13.2% |