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 | $127,078 | $116,175+9.4% | $93,606+35.8% | $152,861-16.9% |
| Participation rate | 73.7% | 78.0%-4.4pp | 75.8%-2.1pp | 82.4%-8.8pp |
| Annual return | 18.95% | 35.96%-17.0pp | 32.76%-13.8pp | 345.32%-326.4pp |
| Employer contribution / active EE | $2,273 | $3,218-29.4% | $2,718-16.4% | $4,762-52.3% |
| Participant deferral / active EE | $4,912 | $4,603+6.7% | $4,069+20.7% | $5,850-16.0% |
| Admin fee / account holder | $32,743 | $10,748+204.6% | $7,888+315.1% | $11,596+182.4% |