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 | $113,365 | $176,056-35.6% | $159,436-28.9% | $167,490-32.3% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 13.20% | 331.75%-318.6pp | 263.57%-250.4pp | 478.56%-465.4pp |
| Employer contribution / active EE | $3,429 | $5,297-35.3% | $4,829-29.0% | $4,837-29.1% |
| Participant deferral / active EE | $11,165 | $7,750+44.1% | $7,352+51.9% | $6,341+76.1% |
| Admin fee / account holder | $16,200 | $12,554+29.0% | $10,799+50.0% | $12,309+31.6% |