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 | $119,726 | $179,726-33.4% | $156,263-23.4% | $142,382-15.9% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.9%+10.6pp | 80.1%+9.4pp |
| Annual return | 12.58% | 77.86%-65.3pp | 59.47%-46.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $12,404 | $5,069+144.7% | $4,333+186.3% | $4,299+188.5% |
| Participant deferral / active EE | $11,602 | $6,956+66.8% | $6,158+88.4% | $6,507+78.3% |
| Admin fee / account holder | $8,897 | $17,272-48.5% | $14,255-37.6% | $12,624-29.5% |