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 | $122,535 | $177,572-31.0% | $154,803-20.8% | $142,382-13.9% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 17.21% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $7,724 | $4,810+60.6% | $4,305+79.4% | $4,299+79.7% |
| Participant deferral / active EE | $6,044 | $6,272-3.6% | $5,540+9.1% | $6,507-7.1% |
| Admin fee / account holder | $5,480 | $16,786-67.4% | $14,329-61.8% | $12,624-56.6% |