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 | $116,215 | $157,256-26.1% | $141,162-17.7% | $152,861-24.0% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 18.90% | 64.32%-45.4pp | 71.39%-52.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $2,343 | $5,261-55.5% | $4,735-50.5% | $4,762-50.8% |
| Participant deferral / active EE | $3,737 | $7,109-47.4% | $6,709-44.3% | $5,850-36.1% |
| Admin fee / account holder | $59,339 | $12,120+389.6% | $10,261+478.3% | $11,596+411.7% |