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 | $137,052 | $106,584+28.6% | $101,326+35.3% | $142,382-3.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 17.21% | 36.93%-19.7pp | 36.82%-19.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,764 | $3,956-30.1% | $3,665-24.6% | $4,299-35.7% |
| Participant deferral / active EE | $5,014 | $8,297-39.6% | $7,994-37.3% | $6,507-22.9% |
| Admin fee / account holder | $1,650 | $11,446-85.6% | $11,185-85.2% | $12,624-86.9% |