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 | $139,676 | $214,378-34.8% | $200,582-30.4% | $142,382-1.9% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 14.68% | 46.41%-31.7pp | 42.33%-27.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $6,943 | $6,841+1.5% | $6,419+8.2% | $4,299+61.5% |
| Participant deferral / active EE | $6,943 | $9,865-29.6% | $9,331-25.6% | $6,507+6.7% |
| Admin fee / account holder | $26,058 | $17,692+47.3% | $16,305+59.8% | $12,624+106.4% |