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 | $137,076 | $159,602-14.1% | $150,045-8.6% | $142,382-3.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 15.43% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,603 | $4,961-67.7% | $4,693-65.8% | $4,299-62.7% |
| Participant deferral / active EE | $7,228 | $8,310-13.0% | $7,997-9.6% | $6,507+11.1% |
| Admin fee / account holder | $12,984 | $14,846-12.5% | $13,435-3.4% | $12,624+2.9% |