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 | $123,866 | $185,822-33.3% | $169,993-27.1% | $139,434-11.2% |
| Participation rate | 85.0% | 87.8%-2.8pp | 87.0%-2.0pp | 80.3%+4.7pp |
| Annual return | 17.72% | 60.50%-42.8pp | 53.37%-35.7pp | 372.94%-355.2pp |
| Employer contribution / active EE | $3,776 | $7,590-50.3% | $6,785-44.4% | $4,751-20.5% |
| Participant deferral / active EE | $8,228 | $11,622-29.2% | $10,408-20.9% | $6,710+22.6% |
| Admin fee / account holder | $3,974 | $15,381-74.2% | $12,815-69.0% | $11,403-65.1% |