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 | $137,920 | $214,378-35.7% | $200,582-31.2% | $142,382-3.1% |
| Participation rate | 95.2% | 87.4%+7.8pp | 86.9%+8.4pp | 80.1%+15.1pp |
| Annual return | 16.76% | 46.41%-29.6pp | 42.33%-25.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,021 | $6,841-55.8% | $6,419-52.9% | $4,299-29.7% |
| Participant deferral / active EE | $16,402 | $9,865+66.3% | $9,331+75.8% | $6,507+152.1% |
| Admin fee / account holder | $14,353 | $17,692-18.9% | $16,305-12.0% | $12,624+13.7% |