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 | $129,411 | $148,534-12.9% | $135,903-4.8% | $139,434-7.2% |
| Participation rate | 85.0% | 83.9%+1.1pp | 81.9%+3.1pp | 80.3%+4.7pp |
| Annual return | 20.84% | 79.19%-58.3pp | 68.23%-47.4pp | 372.94%-352.1pp |
| Employer contribution / active EE | $6,179 | $5,243+17.9% | $4,856+27.2% | $4,751+30.1% |
| Participant deferral / active EE | $11,017 | $8,100+36.0% | $7,758+42.0% | $6,710+64.2% |
| Admin fee / account holder | $10,304 | $12,400-16.9% | $10,762-4.3% | $11,403-9.6% |