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 | $116,028 | $159,602-27.3% | $150,045-22.7% | $142,382-18.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 13.95% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,975 | $4,961-40.0% | $4,693-36.6% | $4,299-30.8% |
| Participant deferral / active EE | $10,199 | $8,310+22.7% | $7,997+27.5% | $6,507+56.7% |
| Admin fee / account holder | $2,882 | $14,846-80.6% | $13,435-78.5% | $12,624-77.2% |