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 | $126,549 | $152,587-17.1% | $125,175+1.1% | $152,861-17.2% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 16.53% | 54.84%-38.3pp | 43.79%-27.3pp | 345.32%-328.8pp |
| Employer contribution / active EE | $2,617 | $4,946-47.1% | $3,865-32.3% | $4,762-45.0% |
| Participant deferral / active EE | $4,276 | $5,868-27.1% | $4,937-13.4% | $5,850-26.9% |
| Admin fee / account holder | $11,708 | $13,434-12.8% | $9,702+20.7% | $11,596+1.0% |