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 | $123,728 | $179,726-31.2% | $156,263-20.8% | $142,382-13.1% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 15.18% | 77.86%-62.7pp | 59.47%-44.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $14,991 | $5,069+195.7% | $4,333+246.0% | $4,299+248.7% |
| Participant deferral / active EE | $5,995 | $6,956-13.8% | $6,158-2.7% | $6,507-7.9% |
| Admin fee / account holder | $11,465 | $17,272-33.6% | $14,255-19.6% | $12,624-9.2% |