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 | $127,519 | $228,332-44.2% | $185,823-31.4% | $158,922-19.8% |
| Participation rate | 90.9% | 82.3%+8.6pp | 78.0%+12.9pp | 82.0%+9.0pp |
| Annual return | 14.33% | 40.80%-26.5pp | 35.95%-21.6pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,353 | $4,967-52.6% | $4,087-42.4% | $4,761-50.6% |
| Participant deferral / active EE | $4,641 | $6,415-27.7% | $5,632-17.6% | $5,982-22.4% |
| Admin fee / account holder | $9,650 | $11,864-18.7% | $9,500+1.6% | $11,246-14.2% |