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 | $118,675 | $232,540-49.0% | $185,117-35.9% | $147,584-19.6% |
| Participation rate | 88.2% | 82.4%+5.9pp | 77.3%+11.0pp | 82.8%+5.4pp |
| Annual return | 25.31% | 43.03%-17.7pp | 40.50%-15.2pp | 578.55%-553.2pp |
| Employer contribution / active EE | $2,828 | $5,195-45.6% | $4,182-32.4% | $4,876-42.0% |
| Participant deferral / active EE | $1,977 | $5,834-66.1% | $5,045-60.8% | $5,439-63.7% |
| Admin fee / account holder | $10,840 | $10,275+5.5% | $8,159+32.8% | $10,885-0.4% |