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 | $127,994 | $165,335-22.6% | $149,696-14.5% | $158,922-19.5% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 16.05% | 348.15%-332.1pp | 276.60%-260.5pp | 302.83%-286.8pp |
| Employer contribution / active EE | $8,018 | $5,103+57.1% | $4,644+72.7% | $4,761+68.4% |
| Participant deferral / active EE | $4,746 | $7,181-33.9% | $6,842-30.6% | $5,982-20.7% |
| Admin fee / account holder | $4,296 | $10,807-60.2% | $9,309-53.8% | $11,246-61.8% |